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

Fiducient 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
2023 Q2	–	Sell	-23,002	Closed	-$1.16M	–	54
2023 Q1	$1.16M	Buy	23,002 +223	+1%	+$11.2K	0.38%	20
2022 Q4	$1.13M	Buy	22,779 +1,609	+8%	+$79.7K	0.33%	40
2022 Q3	$1.04M	Sell	21,170 -1,677	-7%	-$84.6K	0.5%	18
2022 Q2	$1.16M	Sell	22,847 -8,421	-27%	-$429K	0.43%	25
2022 Q1	$1.62M	Buy	+31,268	New	+$1.65M	0.61%	17

Other funds holding IGSB

JHU

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

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

Fiducient Advisors's IGSB Position: Q2 2023 in Review

Fiducient Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2023, closing a stake of 23,002 shares — an estimated $1.16M sold.

Fiducient Advisors first reported a position in IGSB in Q1 2022 and held it in 5 quarters. The position peaked at $1.62M in Q1 2022. 881 funds tracked by Wall St. Rank hold IGSB as of Q2 2023.

Fiducient Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Fiducient Advisors sold 23,002 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $1.16M.
Fiducient Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2022 and held it in 5 quarters.
Fiducient Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.62M in Q1 2022.
881 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Fiducient Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.