Elk River Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Elk River Wealth Management’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	–	Sell	-3,895	Closed	-$210K	–	131
2021 Q4	$210K	Hold	3,895	–	–	0.05%	120
2021 Q3	$213K	Hold	3,895	–	–	0.05%	113
2021 Q2	$213K	Hold	3,895	–	–	0.06%	116
2021 Q1	$213K	Sell	3,895 -775	-17%	-$42.6K	0.06%	118
2020 Q4	$258K	Buy	+4,670	New	+$257K	0.09%	108

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

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

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

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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Elk River Wealth Management's IGSB Position: Q1 2022 in Review

Elk River Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2022, closing a stake of 3,895 shares — an estimated $210K sold.

Elk River Wealth Management first reported a position in IGSB in Q4 2020 and held it in 5 quarters. The position peaked at $258K in Q4 2020. 925 funds tracked by Wall St. Rank hold IGSB as of Q1 2022.

Elk River Wealth Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Elk River Wealth Management sold 3,895 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $210K.
Elk River Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 5 quarters.
Elk River Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $258K in Q4 2020.
925 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Elk River Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.