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Willingdon Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Willingdon Wealth Management’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
2020
Q1 		– Sell
-400
Closed -$21K – 336
2019
Q4 		$21K Buy
+400
New +$21.5K ﹤0.01% 217

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Willingdon Wealth Management's IGSB Position: Q1 2020 in Review

Willingdon Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2020, closing a stake of 400 shares — an estimated $21K sold.

Willingdon Wealth Management first reported a position in IGSB in Q4 2019 and held it in 1 quarter. The position peaked at $21K in Q4 2019. 661 funds tracked by Wall St. Rank hold IGSB as of Q1 2020.

  • Willingdon Wealth Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Willingdon Wealth Management sold 400 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $21K.
  • Willingdon Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 1 quarter.
  • Willingdon Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $21K in Q4 2019.
  • 661 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2020.

Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.