Legacy Wealth Planning’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Legacy Wealth Planning’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	$656K	Sell	13,304 -890	-6%	-$44.9K	1.09%	23
2022 Q2	$718K	Sell	14,194 -1,775	-11%	-$90.4K	1.03%	24
2022 Q1	$826K	Buy	15,969 +3,959	+33%	+$209K	0.97%	24
2021 Q4	$647K	Sell	12,010 -372	-3%	-$20.1K	0.74%	31
2021 Q3	$677K	Buy	12,382 +575	+5%	+$31.5K	0.76%	32
2021 Q2	$647K	Sell	11,807 -803	-6%	-$44K	0.74%	34
2021 Q1	$690K	Buy	12,610 +1,909	+18%	+$105K	0.88%	30
2020 Q4	$590K	Sell	10,701 -92	-0.9%	-$5.06K	0.76%	28
2020 Q3	$593K	Sell	10,793 -2,728	-20%	-$150K	0.68%	30
2020 Q2	$740K	Sell	13,521 -360	-3%	-$19.4K	0.88%	28
2020 Q1	$727K	Sell	13,881 -630	-4%	-$33.5K	1.16%	25
2019 Q4	$778K	Buy	+14,511	New	+$778K	0.88%	27

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 $58.2B AUM 22.78% 1-Year Est. Return

Legacy Wealth Planning's IGSB Position: Q3 2022 in Review

Legacy Wealth Planning reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 6.3% in Q3 2022, selling an estimated $44.9K and leaving 13,304 shares worth $656K. The position accounts for 1.09% of the portfolio, ranked #23.

Legacy Wealth Planning first reported a position in IGSB in Q4 2019 and has held it in 12 quarters since. The position peaked at $826K in Q1 2022. 871 funds tracked by Wall St. Rank hold IGSB as of Q3 2022.

Legacy Wealth Planning held 13,304 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $656K as of Q3 2022.
Legacy Wealth Planning sold 890 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $44.9K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.09% of Legacy Wealth Planning's portfolio in Q3 2022, its #23 holding.
Legacy Wealth Planning first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 12 quarters since.
Legacy Wealth Planning's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $826K in Q1 2022.
871 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.