Bedel Financial Consulting’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Bedel Financial Consulting’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	–	Sell	-160	Closed	-$8K	–	502
2022 Q1	$8K	Hold	160	–	–	﹤0.01%	708
2021 Q4	$9K	Hold	160	–	–	﹤0.01%	698
2021 Q3	$9K	Hold	160	–	–	﹤0.01%	689
2021 Q2	$9K	Hold	160	–	–	﹤0.01%	691
2021 Q1	$9K	Hold	160	–	–	﹤0.01%	657
2020 Q4	$9K	Hold	160	–	–	﹤0.01%	565
2020 Q3	$9K	Hold	160	–	–	﹤0.01%	530
2020 Q2	$9K	Hold	160	–	–	﹤0.01%	507
2020 Q1	$8K	Hold	160	–	–	0.01%	507
2019 Q4	$9K	Hold	160	–	–	0.01%	524
2019 Q3	$9K	Hold	160	–	–	0.01%	501
2019 Q2	$9K	Hold	160	–	–	0.01%	507
2019 Q1	$8K	Hold	160	–	–	0.01%	521
2018 Q4	$8K	Hold	160	–	–	0.01%	490
2018 Q3	$8K	Hold	160	–	–	0.01%	506
2018 Q2	$8K	Hold	160	–	–	0.01%	502
2018 Q1	$8K	Buy	+160	New	+$8.32K	0.01%	498

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

Bedel Financial Consulting's IGSB Position: Q2 2022 in Review

Bedel Financial Consulting sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2022, closing a stake of 160 shares — an estimated $8K sold.

Bedel Financial Consulting first reported a position in IGSB in Q1 2018 and held it in 17 quarters. The position peaked at $9K in Q4 2021. 901 funds tracked by Wall St. Rank hold IGSB as of Q2 2022.

Bedel Financial Consulting reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 160 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $8K.
Bedel Financial Consulting first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $9K in Q4 2021.
901 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.