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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
2020
Q4 		– Sell
-101,052
Closed -$5.55M – 386
2020
Q3 		$5.55M Buy
+101,052
New +$5.55M 1.42% 15

Other funds holding IGSB

Fidelity Investments
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
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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. 901 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.
  • 901 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.