B. Riley Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

B. Riley 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 Q2	$274	Buy	5,412 +392	+8%	+$20K	﹤0.01%	559
2022 Q1	$260K	Sell	5,020 -6,256	-55%	-$330K	0.02%	490
2021 Q4	$608K	Sell	11,276 -1,203	-10%	-$65.1K	0.04%	304
2021 Q3	$682K	Buy	+12,479	New	+$683K	0.05%	279
2020 Q2	–	Sell	-24,458	Closed	-$1.28M	–	489
2020 Q1	$1.28M	Buy	24,458 +1,166	+5%	+$62.1K	0.13%	146
2019 Q4	$1.25M	Buy	23,292 +2,186	+10%	+$117K	0.19%	119
2019 Q3	$1.13M	Buy	21,106 +238	+1%	+$12.7K	0.2%	117
2019 Q2	$1.11K	Sell	20,868 -2,975	-12%	-$157K	0.17%	119
2019 Q1	$1.26M	Sell	23,843 -613	-3%	-$32K	0.22%	105
2018 Q4	$1.26M	Buy	+24,456	New	+$1.26M	0.26%	86
2015 Q2	–	Sell	-254	Closed	-$13K	–	1042
2015 Q1	$13K	Hold	254	–	–	0.01%	708
2014 Q4	$13K	Sell	254 -10	-4%	-$527	0.01%	682
2014 Q3	$13K	Hold	264	–	–	0.01%	712
2014 Q2	$13K	Hold	264	–	–	0.01%	765
2014 Q1	$14K	Buy	+264	New	+$13.9K	0.01%	699

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 $3.26B AUM 12.5% 1-Year Est. Return

JHU

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MYLI

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

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

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

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

B. Riley Wealth Management's IGSB Position: Q2 2022 in Review

B. Riley Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 7.8% in Q2 2022, buying an estimated $20K and bringing the position to 5,412 shares worth $274. The position accounts for ﹤0.01% of the portfolio, ranked #559.

B. Riley Wealth Management first reported a position in IGSB in Q1 2014 and has held it in 15 quarters since. The position peaked at $1.28M in Q1 2020. 901 funds tracked by Wall St. Rank hold IGSB as of Q2 2022.

B. Riley Wealth Management held 5,412 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $274 as of Q2 2022.
B. Riley Wealth Management bought 392 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $20K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #559 holding.
B. Riley Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2014 and has held it in 15 quarters since.
B. Riley Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.28M in Q1 2020.
901 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.