HHM Wealth Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

HHM Wealth Advisors’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
2024 Q1	–	Sell	-647	Closed	-$33.2K	–	758
2023 Q4	$33.2K	Buy	647 +54	+9%	+$2.71K	0.01%	345
2023 Q3	$29.5K	Buy	593 +4	+0.7%	+$200	0.01%	346
2023 Q2	$29.5K	Buy	589 +4	+0.7%	+$202	0.01%	367
2023 Q1	$29.6K	Buy	585 +2	+0.3%	+$100	0.01%	357
2022 Q4	$29K	Sell	583 -212	-27%	-$10.5K	0.01%	316
2022 Q3	$39K	Buy	795 +2	+0.3%	+$101	0.01%	266
2022 Q2	$40K	Sell	793 -416	-34%	-$21.2K	0.01%	308
2022 Q1	$63K	Sell	1,209 -280	-19%	-$14.8K	0.01%	272
2021 Q4	$80K	Buy	1,489 +83	+6%	+$4.49K	0.02%	245
2021 Q3	$77K	Buy	1,406 +28	+2%	+$1.53K	0.02%	242
2021 Q2	$76K	Sell	1,378 -396	-22%	-$21.7K	0.02%	234
2021 Q1	$97K	Buy	1,774 +1,491	+527%	+$81.9K	0.03%	191
2020 Q4	$16K	Hold	283	–	–	0.01%	378
2020 Q3	$16K	Hold	283	–	–	0.01%	341
2020 Q2	$15K	Hold	283	–	–	0.01%	338
2020 Q1	$15K	Buy	+283	New	+$15.1K	0.01%	327

Other funds holding IGSB

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

MMI

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JHU

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

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

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

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

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

HHM Wealth Advisors's IGSB Position: Q1 2024 in Review

HHM Wealth Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2024, closing a stake of 647 shares — an estimated $33.2K sold.

HHM Wealth Advisors first reported a position in IGSB in Q1 2020 and held it in 16 quarters. The position peaked at $97K in Q1 2021. 887 funds tracked by Wall St. Rank hold IGSB as of Q1 2024.

HHM Wealth Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
HHM Wealth Advisors sold 647 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $33.2K.
HHM Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2020 and held it in 16 quarters.
HHM Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $97K in Q1 2021.
887 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2024.

Based on HHM Wealth Advisors's 13F filing for Q1 2024, filed 14 May 2024.