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

Diversified’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	-4,323	Closed	-$223K	–	108
2022 Q1	$223K	Buy	+4,323	New	+$228K	0.09%	106
2021 Q1	–	Sell	-2,064	Closed	-$113K	–	196
2020 Q4	$113K	Buy	+2,064	New	+$113K	0.1%	131

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

MMI

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

JHU

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Diversified's IGSB Position: Q2 2022 in Review

Diversified sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2022, closing a stake of 4,323 shares — an estimated $223K sold.

Diversified first reported a position in IGSB in Q4 2020 and held it in 2 quarters. The position peaked at $223K in Q1 2022. 901 funds tracked by Wall St. Rank hold IGSB as of Q2 2022.

Diversified reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Diversified sold 4,323 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $223K.
Diversified first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 2 quarters.
Diversified's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $223K 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 Diversified's 13F filing for Q2 2022, filed 19 Jul 2022.