Wealthstreet Investment Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Wealthstreet Investment Advisors’s Portfolio IGSB Stock Details IGSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-20,909	Closed	-$1.14M	–	202
2021 Q1	$1.14M	Hold	20,909	–	–	0.11%	155
2020 Q4	$1.15M	Hold	20,909	–	–	0.12%	155
2020 Q3	$1.15M	Buy	20,909 +1,700	+9%	+$93.4K	0.13%	139
2020 Q2	$1.05M	Buy	19,209 +128	+0.7%	+$6.89K	0.13%	140
2020 Q1	$999K	Buy	19,081 +3,331	+21%	+$177K	0.15%	128
2019 Q4	$845K	Buy	15,750 +900	+6%	+$48.3K	0.1%	168
2019 Q3	$797K	Buy	14,850 +400	+3%	+$21.4K	0.1%	164
2019 Q2	$772K	Hold	14,450	–	–	0.1%	168
2019 Q1	$763K	Sell	14,450 -100	-0.7%	-$5.22K	0.1%	170
2018 Q4	$757K	Sell	14,550 -6,600	-31%	-$340K	0.11%	162
2018 Q3	$1.1M	Buy	21,150 +1,000	+5%	+$51.9K	0.14%	145
2018 Q2	$1.04M	Sell	20,150 -300	-1%	-$15.6K	0.14%	146
2018 Q1	$1.06M	Hold	20,450	–	–	0.13%	145
2017 Q4	$1.07M	Buy	+20,450	New	+$1.07M	0.13%	148

Other funds holding IGSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Wealthstreet Investment Advisors's IGSB Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2021, closing a stake of 20,909 shares — an estimated $1.14M sold.

Wealthstreet Investment Advisors first reported a position in IGSB in Q4 2017 and held it in 14 quarters. The position peaked at $1.15M in Q4 2020. 904 funds tracked by Wall St. Rank hold IGSB as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 20,909 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $1.14M.
Wealthstreet Investment Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2017 and held it in 14 quarters.
Wealthstreet Investment Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.15M in Q4 2020.
904 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.