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

Leelyn Smith’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	-1,376	Closed	-$68.6K	–	255
2022 Q4	$68.6K	Sell	1,376 -1,654	-55%	-$81.9K	0.02%	152
2022 Q3	$149K	Buy	+3,030	New	+$153K	0.05%	106
2021 Q1	–	Sell	-798	Closed	-$44K	–	386
2020 Q4	$44K	Sell	798 -8,487	-91%	-$467K	0.01%	200
2020 Q3	$510K	Hold	9,285	–	–	0.18%	90
2020 Q2	$508K	Hold	9,285	–	–	0.21%	85
2020 Q1	$486K	Buy	+9,285	New	+$494K	0.26%	74

Other funds holding IGSB

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 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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Leelyn Smith's IGSB Position: Q1 2023 in Review

Leelyn Smith sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2023, closing a stake of 1,376 shares — an estimated $68.6K sold.

Leelyn Smith first reported a position in IGSB in Q1 2020 and held it in 6 quarters. The position peaked at $510K in Q3 2020. 900 funds tracked by Wall St. Rank hold IGSB as of Q1 2023.

Leelyn Smith reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 1,376 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $68.6K.
Leelyn Smith first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2020 and held it in 6 quarters.
Leelyn Smith's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $510K in Q3 2020.
900 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.