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

YorkBridge Wealth Partners’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
2018 Q4	–	Sell	-50	Closed	-$3K	–	749
2018 Q3	$3K	Hold	50	–	–	﹤0.01%	687
2018 Q2	$3K	Hold	50	–	–	﹤0.01%	735
2018 Q1	$3K	Hold	50	–	–	﹤0.01%	721
2017 Q4	$3K	Buy	50 +32	+178%	+$1.68K	﹤0.01%	754
2017 Q3	$1K	Buy	+18	New	+$948	﹤0.01%	845

Other funds holding IGSB

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

MMI

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

YorkBridge Wealth Partners's IGSB Position: Q4 2018 in Review

YorkBridge Wealth Partners sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2018, closing a stake of 50 shares — an estimated $3K sold.

YorkBridge Wealth Partners first reported a position in IGSB in Q3 2017 and held it in 5 quarters. The position peaked at $3K in Q3 2018. 568 funds tracked by Wall St. Rank hold IGSB as of Q4 2018.

YorkBridge Wealth Partners reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 50 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2018, an estimated $3K.
YorkBridge Wealth Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2017 and held it in 5 quarters.
YorkBridge Wealth Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $3K in Q3 2018.
568 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2018, filed 14 Feb 2019.