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

Intrua Financial’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	-5,817	Closed	-$294K	–	329
2022 Q2	$294K	Sell	5,817 -1,540	-21%	-$78.4K	0.06%	288
2022 Q1	$381K	Sell	7,357 -1,566	-18%	-$82.6K	0.07%	265
2021 Q4	$481K	Sell	8,923 -2,830	-24%	-$153K	0.08%	225
2021 Q3	$638K	Sell	11,753 -1,040	-8%	-$57K	0.12%	178
2021 Q2	$700K	Sell	12,793 -4,964	-28%	-$272K	0.17%	131
2021 Q1	$972K	Buy	17,757 +8,851	+99%	+$486K	0.25%	90
2020 Q4	$491K	Buy	8,906 +787	+10%	+$43.3K	0.22%	93
2020 Q3	$446K	Sell	8,119 -2,968	-27%	-$163K	0.22%	103
2020 Q2	$609K	Buy	+11,087	New	+$597K	0.23%	94

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

Intrua Financial's IGSB Position: Q3 2022 in Review

Intrua Financial sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2022, closing a stake of 5,817 shares — an estimated $294K sold.

Intrua Financial first reported a position in IGSB in Q2 2020 and held it in 9 quarters. The position peaked at $972K in Q1 2021. 870 funds tracked by Wall St. Rank hold IGSB as of Q3 2022.

Intrua Financial reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Intrua Financial sold 5,817 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $294K.
Intrua Financial first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and held it in 9 quarters.
Intrua Financial's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $972K in Q1 2021.
870 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Intrua Financial's 13F filing for Q3 2022, filed 14 Nov 2022.