Laurel Wealth Advisors (California)’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$333K	Buy	6,674 +708	+12%	+$35.1K	0.03%	474
2022 Q3	$294K	Sell	5,966 -8,869	-60%	-$448K	0.03%	489
2022 Q2	$750K	Buy	14,835 +9,662	+187%	+$492K	0.08%	265
2022 Q1	$267K	Sell	5,173 -736	-12%	-$38.8K	0.02%	626
2021 Q4	$319K	Buy	+5,909	New	+$320K	0.02%	598
2021 Q3	–	Sell	-4,880	Closed	-$267K	–	480
2021 Q2	$267K	Sell	4,880 -679	-12%	-$37.2K	0.03%	425
2021 Q1	$304K	Buy	5,559 +44	+0.8%	+$2.42K	0.05%	355
2020 Q4	$304K	Sell	5,515 -422	-7%	-$23.2K	0.04%	329
2020 Q3	$326K	Sell	5,937 -2,221	-27%	-$122K	0.05%	284
2020 Q2	$446K	Buy	8,158 +1,343	+20%	+$72.3K	0.08%	235
2020 Q1	$357K	Buy	6,815 +383	+6%	+$20.4K	0.08%	246
2019 Q4	$345K	Sell	6,432 -15,068	-70%	-$808K	0.06%	318
2019 Q3	$1.15M	Buy	21,500 +17,711	+467%	+$948K	0.2%	134
2019 Q2	$202K	Buy	+3,789	New	+$200K	0.04%	390

Other funds holding IGSB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JHU

Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Laurel Wealth Advisors (California)'s IGSB Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 12% in Q4 2022, buying an estimated $35.1K and bringing the position to 6,674 shares worth $333K. The position accounts for 0.03% of the portfolio, ranked #474.

Laurel Wealth Advisors (California) first reported a position in IGSB in Q2 2019 and has held it in 14 quarters since. The position peaked at $1.15M in Q3 2019. 922 funds tracked by Wall St. Rank hold IGSB as of Q4 2022.

Laurel Wealth Advisors (California) held 6,674 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $333K as of Q4 2022.
Laurel Wealth Advisors (California) bought 708 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $35.1K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.03% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #474 holding.
Laurel Wealth Advisors (California) first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2019 and has held it in 14 quarters since.
Laurel Wealth Advisors (California)'s iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.15M in Q3 2019.
922 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.