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Kerntke Otto McGlone Wealth Management Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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
2023
Q1 		– Sell
-1,375
Closed -$69K – 93
2022
Q4 		$69K Buy
+1,375
New +$68.1K 0.08% 75
2021
Q3 		– Sell
-15,486
Closed -$849K – 81
2021
Q2 		$849K Buy
15,486
+7,046
+83% +$386K 0.34% 49
2021
Q1 		$462K Sell
8,440
-76
-0.9% -$4.17K 0.24% 81
2020
Q4 		$470K Buy
8,516
+1,107
+15% +$60.9K 0.28% 71
2020
Q3 		$407K Buy
7,409
+2,605
+54% +$143K 0.3% 69
2020
Q2 		$263K Buy
+4,804
New +$259K 0.24% 81

Other funds holding IGSB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's IGSB Position: Q1 2023 in Review

Kerntke Otto McGlone Wealth Management Group sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2023, closing a stake of 1,375 shares — an estimated $69K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in IGSB in Q2 2020 and held it in 6 quarters. The position peaked at $849K in Q2 2021. 900 funds tracked by Wall St. Rank hold IGSB as of Q1 2023.

  • Kerntke Otto McGlone Wealth Management Group reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Kerntke Otto McGlone Wealth Management Group sold 1,375 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $69K.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and held it in 6 quarters.
  • Kerntke Otto McGlone Wealth Management Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $849K in Q2 2021.
  • 900 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q1 2023, filed 4 May 2023.