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

Cypress Wealth Services’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
-6,459
Closed -$322K – 255
2022
Q4 		$322K Sell
6,459
-1,142
-15% -$56.5K 0.1% 170
2022
Q3 		$374K Sell
7,601
-51
-0.7% -$2.57K 0.13% 140
2022
Q2 		$387K Sell
7,652
-8,646
-53% -$440K 0.12% 145
2022
Q1 		$843K Sell
16,298
-29,973
-65% -$1.58M 0.23% 79
2021
Q4 		$2.49M Sell
46,271
-32,013
-41% -$1.73M 0.68% 42
2021
Q3 		$4.28M Sell
78,284
-4,258
-5% -$233K 1.28% 23
2021
Q2 		$4.52M Sell
82,542
-35,999
-30% -$1.97M 1.24% 21
2021
Q1 		$6.48M Buy
118,541
+2,209
+2% +$121K 1.36% 16
2020
Q4 		$6.42M Buy
+116,332
New +$6.4M 1.43% 15
2020
Q3 		– Sell
-90,986
Closed -$5M – 367
2020
Q2 		$4.98M Buy
90,986
+78,591
+634% +$4.23M 1.18% 19
2020
Q1 		$649K Sell
12,395
-843
-6% -$44.9K 0.19% 111
2019
Q4 		$710K Hold
13,238
– – 0.18% 110
2019
Q3 		$710K Hold
13,238
– – 0.19% 111
2019
Q2 		$707K Buy
13,238
+960
+8% +$50.8K 0.2% 112
2019
Q1 		$649K Hold
12,278
– – 0.21% 104
2018
Q4 		$634K Buy
12,278
+5,714
+87% +$295K 0.25% 97
2018
Q3 		$340K Hold
6,564
– – 0.12% 153
2018
Q2 		$340K Buy
+6,564
New +$340K 0.13% 154

Other funds holding IGSB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cypress Wealth Services's IGSB Position: Q1 2023 in Review

Cypress Wealth Services sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2023, closing a stake of 6,459 shares — an estimated $322K sold.

Cypress Wealth Services first reported a position in IGSB in Q2 2018 and held it in 18 quarters. The position peaked at $6.48M in Q1 2021. 900 funds tracked by Wall St. Rank hold IGSB as of Q1 2023.

  • Cypress Wealth Services reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Cypress Wealth Services sold 6,459 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $322K.
  • Cypress Wealth Services first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2018 and held it in 18 quarters.
  • Cypress Wealth Services's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $6.48M in Q1 2021.
  • 900 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Cypress Wealth Services's 13F filing for Q1 2023, filed 7 Apr 2023.