Cedar Brook Financial Partners’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Cedar Brook Financial Partners’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 Q3	–	Sell	-6,533	Closed	-$328K	–	396
2023 Q2	$328K	Buy	+6,533	New	+$329K	0.08%	266
2023 Q1	–	Sell	-8,844	Closed	-$441K	–	396
2022 Q4	$441K	Buy	8,844 +1,204	+16%	+$59.6K	0.12%	193
2022 Q3	$376K	Buy	7,640 +1,994	+35%	+$101K	0.12%	198
2022 Q2	$285K	Buy	+5,646	New	+$287K	0.09%	249

Other funds holding IGSB

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

JHU

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

NYL Investors New York $265M AUM 3.93% 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

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

Cedar Brook Financial Partners's IGSB Position: Q3 2023 in Review

Cedar Brook Financial Partners sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2023, closing a stake of 6,533 shares — an estimated $328K sold.

Cedar Brook Financial Partners first reported a position in IGSB in Q2 2022 and held it in 4 quarters. The position peaked at $441K in Q4 2022. 872 funds tracked by Wall St. Rank hold IGSB as of Q3 2023.

Cedar Brook Financial Partners reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Cedar Brook Financial Partners sold 6,533 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $328K.
Cedar Brook Financial Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2022 and held it in 4 quarters.
Cedar Brook Financial Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $441K in Q4 2022.
872 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Cedar Brook Financial Partners's 13F filing for Q3 2023, filed 17 Oct 2023.