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

Citizens Financial Group’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 Q4	–	Sell	-6,669	Closed	-$329K	–	427
2022 Q3	$329K	Sell	6,669 -1,858	-22%	-$93.8K	0.01%	314
2022 Q2	$431K	Sell	8,527 -4,679	-35%	-$238K	0.02%	285
2022 Q1	$683K	Buy	13,206 +2,798	+27%	+$147K	0.02%	254
2021 Q4	$561K	Sell	10,408 -149	-1%	-$8.07K	0.02%	278
2021 Q3	$577K	Buy	+10,557	New	+$578K	0.02%	270
2017 Q4	–	Sell	-202	Closed	-$11K	–	521
2017 Q3	$11K	Buy	+202	New	+$10.6K	﹤0.01%	405

Other funds holding IGSB

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

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

JHU

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Citizens Financial Group's IGSB Position: Q4 2022 in Review

Citizens Financial Group sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2022, closing a stake of 6,669 shares — an estimated $329K sold.

Citizens Financial Group first reported a position in IGSB in Q3 2017 and held it in 6 quarters. The position peaked at $683K in Q1 2022. 922 funds tracked by Wall St. Rank hold IGSB as of Q4 2022.

Citizens Financial Group reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Citizens Financial Group sold 6,669 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $329K.
Citizens Financial Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2017 and held it in 6 quarters.
Citizens Financial Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $683K in Q1 2022.
922 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Citizens Financial Group's 13F filing for Q4 2022, filed 9 Feb 2023.