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

Intersect Capital’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 Q2	$275K	Buy	+5,435	New	+$277K	0.08%	253

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

JHU

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MYLI

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

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

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

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

Intersect Capital's IGSB Position: Q2 2022 in Review

Intersect Capital opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2022: 5,435 shares worth $275K. The stake represents 0.08% of the portfolio and ranks #253 among its holdings.

901 funds tracked by Wall St. Rank hold IGSB as of Q2 2022.

Intersect Capital held 5,435 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $275K as of Q2 2022.
iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Intersect Capital position in Q2 2022.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.08% of Intersect Capital's portfolio in Q2 2022, its #253 holding.
901 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.