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

Amplius Wealth Advisors’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 		– Sell
-1,000
Closed -$53K – 507
2021
Q4 		$53K Buy
+1,000
New +$54.1K 0.01% 324

Other funds holding IGSB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
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
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Amplius Wealth Advisors's IGSB Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2022, closing a stake of 1,000 shares — an estimated $53K sold.

Amplius Wealth Advisors first reported a position in IGSB in Q4 2021 and held it in 1 quarter. The position peaked at $53K in Q4 2021. 925 funds tracked by Wall St. Rank hold IGSB as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 1,000 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $53K.
  • Amplius Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $53K in Q4 2021.
  • 925 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.