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

Firethorn Wealth 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	-4,375	Closed	-$236K	–	142
2021 Q4	$236K	Buy	+4,375	New	+$237K	0.18%	113
2021 Q2	$1.59M	Sell	28,930 -1,247	-4%	-$68.3K	1.33%	19
2021 Q1	$1.65M	Sell	30,177 -5,478	-15%	-$301K	1.54%	13
2020 Q4	$1.97M	Buy	+35,655	New	+$1.96M	2.13%	9

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

Firethorn Wealth Partners's IGSB Position: Q1 2022 in Review

Firethorn Wealth Partners sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2022, closing a stake of 4,375 shares — an estimated $236K sold.

Firethorn Wealth Partners first reported a position in IGSB in Q4 2020 and held it in 4 quarters. The position peaked at $1.97M in Q4 2020. 924 funds tracked by Wall St. Rank hold IGSB as of Q1 2022.

Firethorn Wealth Partners reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Firethorn Wealth Partners sold 4,375 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $236K.
Firethorn Wealth Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 4 quarters.
Firethorn Wealth Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.97M in Q4 2020.
924 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Firethorn Wealth Partners's 13F filing for Q1 2022, filed 3 May 2022.