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

BMS Financial Advisors’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
2023 Q1	–	Sell	-9,346	Closed	-$504K	–	112
2022 Q4	$504K	Buy	+9,346	New	+$463K	0.33%	55
2022 Q3	–	Sell	-9,618	Closed	-$518K	–	107
2022 Q2	$518K	Buy	+9,618	New	+$490K	0.34%	53
2022 Q1	–	Sell	-9,618	Closed	-$518K	–	106
2021 Q4	$518K	Buy	+9,618	New	+$521K	0.33%	62

Other funds holding IGSB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JHU

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

BMS Financial Advisors's IGSB Position: Q1 2023 in Review

BMS Financial Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2023, closing a stake of 9,346 shares — an estimated $504K sold.

BMS Financial Advisors first reported a position in IGSB in Q4 2021 and held it in 3 quarters. The position peaked at $518K in Q2 2022. 900 funds tracked by Wall St. Rank hold IGSB as of Q1 2023.

BMS Financial Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
BMS Financial Advisors sold 9,346 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $504K.
BMS Financial Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and held it in 3 quarters.
BMS Financial Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $518K in Q2 2022.
900 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2023.

Based on BMS Financial Advisors's 13F filing for Q1 2023, filed 10 Apr 2023.