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

Advisor 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
2022 Q2	$2.31M	Buy	45,762 +4,270	+10%	+$217K	0.16%	124
2022 Q1	$2.15M	Buy	41,492 +36,135	+675%	+$1.9M	0.13%	151
2021 Q4	$289K	Sell	5,357 -12,097	-69%	-$655K	0.02%	679
2021 Q3	$954K	Buy	17,454 +80	+0.5%	+$4.38K	0.06%	286
2021 Q2	$951K	Buy	17,374 +628	+4%	+$34.4K	0.06%	300
2021 Q1	$916K	Buy	+16,746	New	+$920K	0.07%	291

Other funds holding IGSB

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

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

MMI

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

JHU

Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return

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

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

MYLI

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

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

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

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

Advisor Partners's IGSB Position: Q2 2022 in Review

Advisor Partners increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 10% in Q2 2022, buying an estimated $217K and bringing the position to 45,762 shares worth $2.31M. The position accounts for 0.16% of the portfolio, ranked #124.

Advisor Partners first reported a position in IGSB in Q1 2021 and has held it in 6 quarters since. 901 funds tracked by Wall St. Rank hold IGSB as of Q2 2022.

Advisor Partners held 45,762 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $2.31M as of Q2 2022.
Advisor Partners bought 4,270 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $217K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.16% of Advisor Partners's portfolio in Q2 2022, its #124 holding.
Advisor Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2021 and has held it in 6 quarters since.
901 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.