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

HawsGoodwin Investment Management’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
2021 Q4	$6.63M	Sell	123,117 -18,771	-13%	-$1.02M	1.93%	15
2021 Q3	$7.75M	Sell	141,888 -1,981	-1%	-$108K	2.35%	13
2021 Q2	$7.88M	Sell	143,869 -10,005	-7%	-$548K	2.43%	13
2021 Q1	$8.41M	Sell	153,874 -2,690	-2%	-$148K	2.69%	11
2020 Q4	$8.64M	Buy	156,564 +13,049	+9%	+$717K	2.71%	9
2020 Q3	$7.88M	Buy	143,515 +2,889	+2%	+$159K	2.8%	10
2020 Q2	$7.69M	Buy	+140,626	New	+$7.58M	3.02%	8

Other funds holding IGSB

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

MYLI

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

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

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

HawsGoodwin Investment Management's IGSB Position: Q4 2021 in Review

HawsGoodwin Investment Management reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 13% in Q4 2021, selling an estimated $1.02M and leaving 123,117 shares worth $6.63M. The position accounts for 1.93% of the portfolio, ranked #15.

HawsGoodwin Investment Management first reported a position in IGSB in Q2 2020 and has held it in 7 quarters since. The position peaked at $8.64M in Q4 2020. 945 funds tracked by Wall St. Rank hold IGSB as of Q4 2021.

HawsGoodwin Investment Management held 123,117 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $6.63M as of Q4 2021.
HawsGoodwin Investment Management sold 18,771 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $1.02M.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.93% of HawsGoodwin Investment Management's portfolio in Q4 2021, its #15 holding.
HawsGoodwin Investment Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 7 quarters since.
HawsGoodwin Investment Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $8.64M in Q4 2020.
945 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2021.

Based on HawsGoodwin Investment Management's 13F filing for Q4 2021, filed 9 Feb 2022.