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

Goodwin Investment Advisory’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	-323	Closed	-$18K	–	213
2021 Q4	$18K	Sell	323 -1,429	-82%	-$77.4K	0.01%	111
2021 Q3	$95K	Sell	1,752 -1,184	-40%	-$64.8K	0.09%	46
2021 Q2	$161K	Sell	2,936 -2,553	-47%	-$140K	0.18%	28
2021 Q1	$300K	Sell	5,489 -344	-6%	-$18.9K	0.35%	21
2020 Q4	$321K	Buy	+5,833	New	+$321K	0.39%	21

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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

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

Goodwin Investment Advisory's IGSB Position: Q1 2022 in Review

Goodwin Investment Advisory sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2022, closing a stake of 323 shares — an estimated $18K sold.

Goodwin Investment Advisory first reported a position in IGSB in Q4 2020 and held it in 5 quarters. The position peaked at $321K in Q4 2020. 925 funds tracked by Wall St. Rank hold IGSB as of Q1 2022.

Goodwin Investment Advisory reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Goodwin Investment Advisory sold 323 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $18K.
Goodwin Investment Advisory first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 5 quarters.
Goodwin Investment Advisory's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $321K in Q4 2020.
925 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Goodwin Investment Advisory's 13F filing for Q1 2022, filed 16 May 2022.