Certified Advisory Corp’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Certified Advisory Corp’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
2022 Q2	–	Sell	-62,691	Closed	-$3.24M	–	242
2022 Q1	$3.24M	Buy	62,691 +8,766	+16%	+$462K	0.69%	41
2021 Q4	$2.9M	Buy	53,925 +17,515	+48%	+$948K	0.64%	47
2021 Q3	$1.99M	Buy	36,410 +31,132	+590%	+$1.71M	0.48%	52
2021 Q2	$289K	Buy	5,278 +1	+0%	+$55	0.07%	180
2021 Q1	$289K	Buy	+5,277	New	+$290K	0.07%	172
2020 Q2	$288K	Buy	5,272 +2	+0%	+$108	0.1%	157
2020 Q1	$276K	Buy	5,270 +2	+0%	+$106	0.11%	145
2019 Q4	$283K	Buy	5,268 +3	+0.1%	+$161	0.09%	165
2019 Q3	$283K	Buy	5,265 +2	+0%	+$107	0.1%	159
2019 Q2	$281K	Buy	5,263 +3	+0.1%	+$159	0.1%	151
2019 Q1	$278K	Buy	5,260 +1	+0%	+$52	0.12%	141
2018 Q4	$272K	Buy	5,259 +3	+0.1%	+$155	0.14%	118
2018 Q3	$272K	Buy	5,256 +2	+0%	+$104	0.13%	130
2018 Q2	$272K	Sell	5,254 -8	-0.2%	-$415	0.15%	119
2018 Q1	$273K	Buy	5,262 +312	+6%	+$16.2K	0.16%	123
2017 Q4	$258K	Buy	+4,950	New	+$260K	0.19%	100

Other funds holding IGSB

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

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

MMI

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

JHU

Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

MYLI

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

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

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

Certified Advisory Corp's IGSB Position: Q2 2022 in Review

Certified Advisory Corp sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2022, closing a stake of 62,691 shares — an estimated $3.24M sold.

Certified Advisory Corp first reported a position in IGSB in Q4 2017 and held it in 16 quarters. The position peaked at $3.24M in Q1 2022. 901 funds tracked by Wall St. Rank hold IGSB as of Q2 2022.

Certified Advisory Corp reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Certified Advisory Corp sold 62,691 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $3.24M.
Certified Advisory Corp first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2017 and held it in 16 quarters.
Certified Advisory Corp's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $3.24M in Q1 2022.
901 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Certified Advisory Corp's 13F filing for Q2 2022, filed 15 Aug 2022.