Lehman & Derafelo Financial Resources’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Lehman & Derafelo Financial Resources’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	–	Sell	-188	Closed	-$9K	–	130
2022 Q3	$9K	Hold	188	–	–	﹤0.01%	165
2022 Q2	$10K	Buy	+188	New	+$9.57K	﹤0.01%	168
2021 Q4	–	Sell	-188	Closed	-$10K	–	131
2021 Q3	$10K	Hold	188	–	–	﹤0.01%	172
2021 Q2	$10K	Hold	188	–	–	﹤0.01%	197
2021 Q1	$10K	Hold	188	–	–	﹤0.01%	194
2020 Q4	$10K	Hold	188	–	–	﹤0.01%	190
2020 Q3	$10K	Hold	188	–	–	﹤0.01%	230
2020 Q2	$10K	Hold	188	–	–	﹤0.01%	214
2020 Q1	$10K	Hold	188	–	–	﹤0.01%	158
2019 Q4	$10K	Hold	188	–	–	﹤0.01%	172
2019 Q3	$10K	Hold	188	–	–	﹤0.01%	160
2019 Q2	$10K	Hold	188	–	–	﹤0.01%	152
2019 Q1	$10K	Hold	188	–	–	﹤0.01%	153
2018 Q4	$10K	Buy	+188	New	+$9.69K	0.01%	144

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Lehman & Derafelo Financial Resources's IGSB Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2022, closing a stake of 188 shares — an estimated $9K sold.

Lehman & Derafelo Financial Resources first reported a position in IGSB in Q4 2018 and held it in 14 quarters. The position peaked at $10K in Q2 2022. 922 funds tracked by Wall St. Rank hold IGSB as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 188 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $9K.
Lehman & Derafelo Financial Resources first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2018 and held it in 14 quarters.
Lehman & Derafelo Financial Resources's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $10K in Q2 2022.
922 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.