BMM
IGSB icon

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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
MMI
Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
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
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return