Azimuth Capital Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Azimuth Capital 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	$207K	Hold	4,000	–	–	0.01%	312
2021 Q4	$216K	Hold	4,000	–	–	0.01%	312
2021 Q3	$219K	Hold	4,000	–	–	0.01%	306
2021 Q2	$219K	Hold	4,000	–	–	0.01%	310
2021 Q1	$219K	Hold	4,000	–	–	0.01%	302
2020 Q4	$221K	Buy	+4,000	New	+$220K	0.01%	291

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

Azimuth Capital Management's IGSB Position: Q1 2022 in Review

Azimuth Capital Management held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q1 2022 at 4,000 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #312.

Azimuth Capital Management first reported a position in IGSB in Q4 2020 and has held it in 6 quarters since. The position peaked at $221K in Q4 2020. 925 funds tracked by Wall St. Rank hold IGSB as of Q1 2022.

Azimuth Capital Management held 4,000 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $207K as of Q1 2022.
Azimuth Capital Management left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q1 2022.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Azimuth Capital Management's portfolio in Q1 2022, its #312 holding.
Azimuth Capital Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 6 quarters since.
Azimuth Capital Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $221K 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 Azimuth Capital Management's 13F filing for Q1 2022, filed 13 May 2022.