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

FourThought Financial’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
Q3 		$726K Sell
14,726
-103
-0.7% -$5.2K 0.11% 135
2022
Q2 		$750K Sell
14,829
-376
-2% -$19.1K 0.11% 137
2022
Q1 		$786K Sell
15,205
-825
-5% -$43.5K 0.1% 139
2021
Q4 		$864K Buy
16,030
+1,254
+8% +$67.9K 0.11% 134
2021
Q3 		$807K Buy
+14,776
New +$809K 0.11% 143

Other funds holding IGSB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
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
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FourThought Financial's IGSB Position: Q3 2022 in Review

FourThought Financial reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.69% in Q3 2022, selling an estimated $5.2K and leaving 14,726 shares worth $726K. The position accounts for 0.11% of the portfolio, ranked #135.

FourThought Financial first reported a position in IGSB in Q3 2021 and has held it in 5 quarters since. The position peaked at $864K in Q4 2021. 871 funds tracked by Wall St. Rank hold IGSB as of Q3 2022.

  • FourThought Financial held 14,726 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $726K as of Q3 2022.
  • FourThought Financial sold 103 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $5.2K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.11% of FourThought Financial's portfolio in Q3 2022, its #135 holding.
  • FourThought Financial first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2021 and has held it in 5 quarters since.
  • FourThought Financial's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $864K in Q4 2021.
  • 871 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.