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

Francis 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 		– Sell
-7,246
Closed -$368K – 39
2022
Q2 		$368K Buy
+7,246
New +$369K 0.33% 29

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
JHU
Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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

Francis Financial's IGSB Position: Q3 2022 in Review

Francis Financial sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2022, closing a stake of 7,246 shares — an estimated $368K sold.

Francis Financial first reported a position in IGSB in Q2 2022 and held it in 1 quarter. The position peaked at $368K in Q2 2022. 870 funds tracked by Wall St. Rank hold IGSB as of Q3 2022.

  • Francis Financial reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Francis Financial sold 7,246 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $368K.
  • Francis Financial first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2022 and held it in 1 quarter.
  • Francis Financial's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $368K in Q2 2022.
  • 870 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Francis Financial's 13F filing for Q3 2022, filed 13 Oct 2022.