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

JSF 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 Q1	–	Sell	-4,000	Closed	-$216K	–	123
2021 Q4	$216K	Hold	4,000	–	–	0.11%	100
2021 Q3	$219K	Hold	4,000	–	–	0.11%	102
2021 Q2	$219K	Sell	4,000 -360	-8%	-$19.7K	0.13%	93
2021 Q1	$238K	Hold	4,360	–	–	0.15%	76
2020 Q4	$241K	Hold	4,360	–	–	0.17%	68
2020 Q3	$239K	Hold	4,360	–	–	0.19%	58
2020 Q2	$239K	Hold	4,360	–	–	0.21%	54
2020 Q1	$228K	Hold	4,360	–	–	0.23%	50
2019 Q4	$234K	Hold	4,360	–	–	0.23%	54
2019 Q3	$234K	Buy	4,360 +560	+15%	+$30K	0.25%	52
2019 Q2	$203K	Buy	+3,800	New	+$201K	0.22%	59

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 $3.26B AUM 12.5% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 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

MYLI

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

JSF Financial's IGSB Position: Q1 2022 in Review

JSF Financial sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2022, closing a stake of 4,000 shares — an estimated $216K sold.

JSF Financial first reported a position in IGSB in Q2 2019 and held it in 11 quarters. The position peaked at $241K in Q4 2020. 925 funds tracked by Wall St. Rank hold IGSB as of Q1 2022.

JSF Financial reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
JSF Financial sold 4,000 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $216K.
JSF Financial first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2019 and held it in 11 quarters.
JSF Financial's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $241K in Q4 2020.
925 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2022.

Based on JSF Financial's 13F filing for Q1 2022, filed 12 May 2022.