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

Clearview Wealth 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	-152	Closed	-$7.63K	–	687
2022 Q4	$7.58K	Sell	152 -1,336	-90%	-$66.1K	0.01%	358
2022 Q3	$73K	Sell	1,488 -1,159	-44%	-$58.5K	0.06%	138
2022 Q2	$134K	Buy	2,647 +6	+0.2%	+$305	0.1%	101
2022 Q1	$137K	Sell	2,641 -3,004	-53%	-$158K	0.09%	105
2021 Q4	$304K	Sell	5,645 -2,166	-28%	-$117K	0.19%	95
2021 Q3	$427K	Sell	7,811 -49	-0.6%	-$2.68K	0.27%	73
2021 Q2	$431K	Sell	7,860 -29,629	-79%	-$1.62M	0.27%	78
2021 Q1	$2.05M	Sell	37,489 -60,804	-62%	-$3.34M	1.33%	16
2020 Q4	$5.42M	Buy	+98,293	New	+$5.4M	3.64%	5

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

Clearview Wealth Advisors's IGSB Position: Q1 2023 in Review

Clearview Wealth Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2023, closing a stake of 152 shares — an estimated $7.63K sold.

Clearview Wealth Advisors first reported a position in IGSB in Q4 2020 and held it in 9 quarters. The position peaked at $5.42M in Q4 2020. 900 funds tracked by Wall St. Rank hold IGSB as of Q1 2023.

Clearview Wealth Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 152 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $7.63K.
Clearview Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 9 quarters.
Clearview Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $5.42M in Q4 2020.
900 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Clearview Wealth Advisors's 13F filing for Q1 2023, filed 12 Apr 2023.