Winslow Evans & Crocker’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Winslow Evans & Crocker’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 Q4	$29K	Buy	+524	New	+$28.8K	0.01%	709
2017 Q3	–	Sell	-424	Closed	-$22.3K	–	1182
2017 Q2	$22.3K	Hold	424	–	–	0.01%	725
2017 Q1	$22.3K	Hold	424	–	–	0.01%	709
2016 Q4	$22.2K	Hold	424	–	–	0.01%	702
2016 Q3	$22.4K	Hold	424	–	–	0.01%	707
2016 Q2	$22.5K	Sell	424 -82	-16%	-$4.33K	0.01%	675
2016 Q1	$26.7K	Sell	506 -2	-0.4%	-$105	0.01%	633
2015 Q4	$26.5K	Hold	508	–	–	0.01%	676
2015 Q3	$26.6K	Hold	508	–	–	0.01%	650
2015 Q2	$26.6K	Buy	508 +84	+20%	+$4.43K	0.01%	692
2015 Q1	$22.4K	Hold	424	–	–	0.01%	709
2014 Q4	$22.3K	Hold	424	–	–	0.01%	704
2014 Q3	$22.3K	Sell	424 -662	-61%	-$34.9K	0.01%	716
2014 Q2	$57.4K	Hold	1,086	–	–	0.02%	469
2014 Q1	$57.3K	Hold	1,086	–	–	0.02%	458
2013 Q4	$58K	Buy	+1,086	New	+$57.2K	0.02%	486

Other funds holding IGSB

AIG

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

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

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

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

FRBONY

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Winslow Evans & Crocker's IGSB Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2020: 524 shares worth $29K. The stake represents 0.01% of the portfolio and ranks #709 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in IGSB as recently as Q2 2017.

Winslow Evans & Crocker first reported a position in IGSB in Q4 2013 and has held it in 16 quarters since. The position peaked at $58K in Q4 2013. 890 funds tracked by Wall St. Rank hold IGSB as of Q4 2020.

Winslow Evans & Crocker held 524 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $29K as of Q4 2020.
iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Winslow Evans & Crocker position in Q4 2020.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #709 holding.
Winslow Evans & Crocker first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2013 and has held it in 16 quarters since.
Winslow Evans & Crocker's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $58K in Q4 2013.
890 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.