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

Beese Fulmer Investment 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
2021 Q4	–	Sell	-3,664	Closed	-$200K	–	249
2021 Q3	$200K	Hold	3,664	–	–	0.02%	231
2021 Q2	$201K	Buy	+3,664	New	+$201K	0.02%	222
2020 Q3	–	Sell	-1,920	Closed	-$105K	–	357
2020 Q2	$105K	Buy	+1,920	New	+$103K	0.02%	240

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 $3.01B AUM 10.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Beese Fulmer Investment Management's IGSB Position: Q4 2021 in Review

Beese Fulmer Investment Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2021, closing a stake of 3,664 shares — an estimated $200K sold.

Beese Fulmer Investment Management first reported a position in IGSB in Q2 2020 and held it in 3 quarters. The position peaked at $201K in Q2 2021. 946 funds tracked by Wall St. Rank hold IGSB as of Q4 2021.

Beese Fulmer Investment Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Beese Fulmer Investment Management sold 3,664 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $200K.
Beese Fulmer Investment Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and held it in 3 quarters.
Beese Fulmer Investment Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $201K in Q2 2021.
946 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Beese Fulmer Investment Management's 13F filing for Q4 2021, filed 10 Jan 2022.