Asset Planning Services (Pennsylvania)’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Asset Planning Services (Pennsylvania)’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
2021 Q4	$798K	Buy	14,818 +100	+0.7%	+$5.41K	0.37%	39
2021 Q3	$804K	Buy	14,718 +7,827	+114%	+$429K	0.39%	35
2021 Q2	$378K	Sell	6,891 -8,747	-56%	-$479K	0.18%	58
2021 Q1	$855K	Buy	15,638 +5,704	+57%	+$313K	0.39%	37
2020 Q4	$548K	Buy	9,934 +1,934	+24%	+$106K	0.26%	49
2020 Q3	$439K	Sell	8,000 -9,550	-54%	-$525K	0.19%	57
2020 Q2	$960K	Buy	17,550 +9,550	+119%	+$514K	0.41%	35
2020 Q1	$419K	Hold	8,000	–	–	0.21%	54
2019 Q4	$432K	Hold	8,000	–	–	0.18%	58
2019 Q3	$429K	Buy	+8,000	New	+$428K	0.19%	57

Other funds holding IGSB

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

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

MMI

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

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

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

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

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

MYLI

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

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

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

Asset Planning Services (Pennsylvania)'s IGSB Position: Q4 2021 in Review

Asset Planning Services (Pennsylvania) increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.68% in Q4 2021, buying an estimated $5.41K and bringing the position to 14,818 shares worth $798K. The position accounts for 0.37% of the portfolio, ranked #39.

Asset Planning Services (Pennsylvania) first reported a position in IGSB in Q3 2019 and has held it in 10 quarters since. The position peaked at $960K in Q2 2020. 946 funds tracked by Wall St. Rank hold IGSB as of Q4 2021.

Asset Planning Services (Pennsylvania) held 14,818 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $798K as of Q4 2021.
Asset Planning Services (Pennsylvania) bought 100 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $5.41K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.37% of Asset Planning Services (Pennsylvania)'s portfolio in Q4 2021, its #39 holding.
Asset Planning Services (Pennsylvania) first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2019 and has held it in 10 quarters since.
Asset Planning Services (Pennsylvania)'s iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $960K in Q2 2020.
946 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2021, filed 14 Feb 2022.