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

Dixon Hughes Goodman 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
2022
Q1 		$331K Buy
6,399
+224
+4% +$11.8K 0.09% 125
2021
Q4 		$333K Buy
+6,175
New +$334K 0.11% 106

Other funds holding IGSB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
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
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's IGSB Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 3.6% in Q1 2022, buying an estimated $11.8K and bringing the position to 6,399 shares worth $331K. The position accounts for 0.09% of the portfolio, ranked #125.

Dixon Hughes Goodman Wealth Advisors first reported a position in IGSB in Q4 2021 and has held it in 2 quarters since. The position peaked at $333K in Q4 2021. 925 funds tracked by Wall St. Rank hold IGSB as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 6,399 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $331K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 224 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $11.8K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.09% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #125 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $333K in Q4 2021.
  • 925 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.