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

Financial Advisory Partners’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
-3,894
Closed -$210K – 72
2021
Q4 		$210K Buy
+3,894
New +$211K 0.08% 70

Other funds holding IGSB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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 $3.21B AUM 13.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Financial Advisory Partners's IGSB Position: Q1 2022 in Review

Financial Advisory Partners sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2022, closing a stake of 3,894 shares — an estimated $210K sold.

Financial Advisory Partners first reported a position in IGSB in Q4 2021 and held it in 1 quarter. The position peaked at $210K in Q4 2021. 926 funds tracked by Wall St. Rank hold IGSB as of Q1 2022.

  • Financial Advisory Partners reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Financial Advisory Partners sold 3,894 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $210K.
  • Financial Advisory Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Financial Advisory Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $210K in Q4 2021.
  • 926 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Financial Advisory Partners's 13F filing for Q1 2022, filed 4 Oct 2023.