First Command Financial Services’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

First Command Financial Services’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 Q4	–	Sell	-739	Closed	-$36K	–	407
2022 Q3	$36K	Buy	+739	New	+$37.3K	0.01%	243
2021 Q1	–	Sell	-600	Closed	-$33K	–	445
2020 Q4	$33K	Buy	+600	New	+$33K	0.01%	240
2018 Q2	–	Sell	-558	Closed	–	–	418
2018 Q1	$0	Buy	+558	New	+$29K	﹤0.01%	460

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

JHU

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

First Command Financial Services's IGSB Position: Q4 2022 in Review

First Command Financial Services sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2022, closing a stake of 739 shares — an estimated $36K sold.

First Command Financial Services first reported a position in IGSB in Q1 2018 and held it in 3 quarters. The position peaked at $36K in Q3 2022. 922 funds tracked by Wall St. Rank hold IGSB as of Q4 2022.

First Command Financial Services reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
First Command Financial Services sold 739 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $36K.
First Command Financial Services first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2018 and held it in 3 quarters.
First Command Financial Services's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $36K in Q3 2022.
922 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2022.

Based on First Command Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.