Karn Couzens & Associates’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Karn Couzens & Associates’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	-6,756	Closed	-$369K	–	84
2021 Q3	$369K	Buy	6,756 +828	+14%	+$45.3K	0.28%	49
2021 Q2	$325K	Sell	5,928 -571	-9%	-$31.3K	0.25%	54
2021 Q1	$355K	Sell	6,499 -234	-3%	-$12.8K	0.32%	45
2020 Q4	$371K	Buy	+6,733	New	+$370K	0.35%	39

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

Karn Couzens & Associates's IGSB Position: Q4 2021 in Review

Karn Couzens & Associates sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2021, closing a stake of 6,756 shares — an estimated $369K sold.

Karn Couzens & Associates first reported a position in IGSB in Q4 2020 and held it in 4 quarters. The position peaked at $371K in Q4 2020. 945 funds tracked by Wall St. Rank hold IGSB as of Q4 2021.

Karn Couzens & Associates reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Karn Couzens & Associates sold 6,756 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $369K.
Karn Couzens & Associates first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 4 quarters.
Karn Couzens & Associates's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $371K in Q4 2020.
945 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Karn Couzens & Associates's 13F filing for Q4 2021, filed 14 Jan 2022.