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

Berkshire Money 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 Q1	–	Sell	-12,501	Closed	-$690K	–	31
2020 Q4	$690K	Sell	12,501 -5,440	-30%	-$299K	0.13%	27
2020 Q3	$985K	Hold	17,941	–	–	0.2%	21
2020 Q2	$982K	Hold	17,941	–	–	0.22%	26
2020 Q1	$939K	Hold	17,941	–	–	0.23%	22
2019 Q4	$962K	Hold	17,941	–	–	0.19%	21
2019 Q3	$963K	Hold	17,941	–	–	0.2%	20
2019 Q2	$959K	Buy	17,941 +12,241	+215%	+$647K	0.2%	20
2019 Q1	$301K	Buy	+5,700	New	+$298K	0.07%	27

Other funds holding IGSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

MMI

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Berkshire Money Management's IGSB Position: Q1 2021 in Review

Berkshire Money Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2021, closing a stake of 12,501 shares — an estimated $690K sold.

Berkshire Money Management first reported a position in IGSB in Q1 2019 and held it in 8 quarters. The position peaked at $985K in Q3 2020. 896 funds tracked by Wall St. Rank hold IGSB as of Q1 2021.

Berkshire Money Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Berkshire Money Management sold 12,501 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $690K.
Berkshire Money Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2019 and held it in 8 quarters.
Berkshire Money Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $985K in Q3 2020.
896 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2021.

Based on Berkshire Money Management's 13F filing for Q1 2021, filed 20 Apr 2021.