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

Adams Chetwood 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
2022 Q1	$355K	Sell	6,861 -113	-2%	-$5.96K	0.2%	63
2021 Q4	$376K	Hold	6,974	–	–	0.26%	60
2021 Q3	$381K	Hold	6,974	–	–	0.28%	61
2021 Q2	$382K	Sell	6,974 -130	-2%	-$7.12K	0.27%	62
2021 Q1	$388K	Hold	7,104	–	–	0.3%	61
2020 Q4	$392K	Hold	7,104	–	–	0.33%	56
2020 Q3	$390K	Hold	7,104	–	–	0.38%	52
2020 Q2	$389K	Hold	7,104	–	–	0.4%	51
2020 Q1	$380K	Hold	7,104	–	–	0.44%	47
2019 Q4	$381K	Buy	+7,104	New	+$381K	0.39%	47

Other funds holding IGSB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MMI

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

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Adams Chetwood Wealth Management's IGSB Position: Q1 2022 in Review

Adams Chetwood Wealth Management reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1.6% in Q1 2022, selling an estimated $5.96K and leaving 6,861 shares worth $355K. The position accounts for 0.2% of the portfolio, ranked #63.

Adams Chetwood Wealth Management first reported a position in IGSB in Q4 2019 and has held it in 10 quarters since. The position peaked at $392K in Q4 2020. 925 funds tracked by Wall St. Rank hold IGSB as of Q1 2022.

Adams Chetwood Wealth Management held 6,861 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $355K as of Q1 2022.
Adams Chetwood Wealth Management sold 113 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $5.96K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.2% of Adams Chetwood Wealth Management's portfolio in Q1 2022, its #63 holding.
Adams Chetwood Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 10 quarters since.
Adams Chetwood Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $392K in Q4 2020.
925 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.