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

IFS 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
2022 Q3	–	Sell	-1,307	Closed	-$66K	–	113
2022 Q2	$66K	Sell	1,307 -104,033	-99%	-$5.3M	0.18%	17
2022 Q1	$5.45M	Buy	105,340 +17,625	+20%	+$929K	5.1%	7
2021 Q4	$4.73M	Sell	87,715 -1,460	-2%	-$79K	3.32%	11
2021 Q3	$4.87M	Buy	89,175 +5,035	+6%	+$276K	3.12%	11
2021 Q2	$4.61M	Buy	84,140 +295	+0.4%	+$16.2K	3.1%	13
2021 Q1	$4.58M	Buy	83,845 +3,564	+4%	+$196K	3.59%	11
2020 Q4	$4.43M	Buy	+80,281	New	+$4.41M	3.39%	9

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

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 New York $5.72T AUM 30.48% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

IFS Advisors's IGSB Position: Q3 2022 in Review

IFS Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2022, closing a stake of 1,307 shares — an estimated $66K sold.

IFS Advisors first reported a position in IGSB in Q4 2020 and held it in 7 quarters. The position peaked at $5.45M in Q1 2022. 870 funds tracked by Wall St. Rank hold IGSB as of Q3 2022.

IFS Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
IFS Advisors sold 1,307 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $66K.
IFS Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 7 quarters.
IFS Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $5.45M in Q1 2022.
870 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on IFS Advisors's 13F filing for Q3 2022, filed 3 Nov 2022.