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

Financial Enhancement Group’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	-797	Closed	-$43K	–	327
2021 Q4	$43K	Hold	797	–	–	0.01%	143
2021 Q3	$44K	Hold	797	–	–	0.01%	141
2021 Q2	$44K	Hold	797	–	–	0.01%	131
2021 Q1	$44K	Hold	797	–	–	0.01%	125
2020 Q4	$44K	Hold	797	–	–	0.01%	143
2020 Q3	$44K	Hold	797	–	–	0.01%	127
2020 Q2	$44K	Hold	797	–	–	0.01%	132
2020 Q1	$42K	Sell	797 -25	-3%	-$1.33K	0.01%	135
2019 Q4	$44K	Buy	822 +25	+3%	+$1.34K	0.01%	127
2019 Q3	$43K	Hold	797	–	–	0.01%	129
2019 Q2	$43K	Buy	+797	New	+$42.1K	0.01%	127
2018 Q3	–	Sell	-912	Closed	-$47K	–	261
2018 Q2	$47K	Hold	912	–	–	0.02%	125
2018 Q1	$47K	Buy	+912	New	+$47.4K	0.02%	130
2017 Q2	–	Sell	-28,176	Closed	-$1.48M	–	69
2017 Q1	$1.48M	Buy	28,176 +7,004	+33%	+$368K	0.68%	36
2016 Q4	$1.11M	Buy	21,172 +1,052	+5%	+$55.3K	0.58%	39
2016 Q3	$1.06M	Sell	20,120 -226	-1%	-$12K	0.58%	33
2016 Q2	$1.08M	Buy	20,346 +1,464	+8%	+$77.3K	0.66%	28
2016 Q1	$995K	Buy	18,882 +1,220	+7%	+$63.9K	0.65%	29
2015 Q4	$924K	Sell	17,662 -98	-0.6%	-$5.14K	0.57%	31
2015 Q3	$934K	Sell	17,760 -3,968	-18%	-$208K	0.62%	31
2015 Q2	$1.14M	Buy	+21,728	New	+$1.15M	0.72%	28

Other funds holding IGSB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Financial Enhancement Group's IGSB Position: Q1 2022 in Review

Financial Enhancement Group sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2022, closing a stake of 797 shares — an estimated $43K sold.

Financial Enhancement Group first reported a position in IGSB in Q2 2015 and held it in 21 quarters. The position peaked at $1.48M in Q1 2017. 924 funds tracked by Wall St. Rank hold IGSB as of Q1 2022.

Financial Enhancement Group reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Financial Enhancement Group sold 797 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $43K.
Financial Enhancement Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2015 and held it in 21 quarters.
Financial Enhancement Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.48M in Q1 2017.
924 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Financial Enhancement Group's 13F filing for Q1 2022, filed 18 May 2022.