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

Kowal Investment 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
2022 Q3	–	Sell	-5,752	Closed	-$291K	–	149
2022 Q2	$291K	Buy	5,752 +5	+0.1%	+$255	0.1%	109
2022 Q1	$297K	Buy	5,747 +2	+0%	+$105	0.09%	93
2021 Q4	$310K	Buy	5,745 +2	+0%	+$108	0.09%	77
2021 Q3	$314K	Buy	5,743 +10	+0.2%	+$548	0.1%	71
2021 Q2	$314K	Buy	5,733 +61	+1%	+$3.34K	0.11%	71
2021 Q1	$310K	Buy	5,672 +1,005	+22%	+$55.2K	0.13%	66
2020 Q4	$257K	Buy	+4,667	New	+$257K	0.12%	72

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

Kowal Investment Group's IGSB Position: Q3 2022 in Review

Kowal Investment Group sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2022, closing a stake of 5,752 shares — an estimated $291K sold.

Kowal Investment Group first reported a position in IGSB in Q4 2020 and held it in 7 quarters. The position peaked at $314K in Q3 2021. 870 funds tracked by Wall St. Rank hold IGSB as of Q3 2022.

Kowal Investment Group reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Kowal Investment Group sold 5,752 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $291K.
Kowal Investment Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 7 quarters.
Kowal Investment Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $314K in Q3 2021.
870 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Kowal Investment Group's 13F filing for Q3 2022, filed 9 Nov 2022.