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

Insight Wealth Strategies’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	–	Sell	-7,503	Closed	-$410K	–	173
2021 Q3	$410K	Sell	7,503 -1,082	-13%	-$59.3K	0.06%	148
2021 Q2	$471K	Sell	8,585 -5,061	-37%	-$277K	0.07%	143
2021 Q1	$746K	Buy	13,646 +9,380	+220%	+$515K	0.1%	124
2020 Q4	$235K	Buy	+4,266	New	+$235K	0.04%	197

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

Insight Wealth Strategies's IGSB Position: Q4 2021 in Review

Insight Wealth Strategies sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2021, closing a stake of 7,503 shares — an estimated $410K sold.

Insight Wealth Strategies first reported a position in IGSB in Q4 2020 and held it in 4 quarters. The position peaked at $746K in Q1 2021. 945 funds tracked by Wall St. Rank hold IGSB as of Q4 2021.

Insight Wealth Strategies reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Insight Wealth Strategies sold 7,503 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $410K.
Insight Wealth Strategies first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 4 quarters.
Insight Wealth Strategies's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $746K in Q1 2021.
945 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Insight Wealth Strategies's 13F filing for Q4 2021, filed 31 Jan 2022.