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

Lokken 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
2023 Q1	–	Sell	-6,315	Closed	-$315K	–	133
2022 Q4	$315K	Sell	6,315 -108	-2%	-$5.35K	0.25%	88
2022 Q3	$317K	Buy	6,423 +969	+18%	+$48.9K	0.27%	82
2022 Q2	$276K	Sell	5,454 -27	-0.5%	-$1.38K	0.22%	96
2022 Q1	$279K	Buy	5,481 +535	+11%	+$28.2K	0.22%	101
2021 Q4	$266K	Sell	4,946 -50	-1%	-$2.71K	0.19%	107
2021 Q3	$273K	Buy	4,996 +305	+7%	+$16.7K	0.22%	96
2021 Q2	$257K	Buy	4,691 +138	+3%	+$7.56K	0.21%	99
2021 Q1	$249K	Sell	4,553 -10	-0.2%	-$549	0.22%	98
2020 Q4	$252K	Buy	+4,563	New	+$251K	0.23%	81

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

Lokken Investment Group's IGSB Position: Q1 2023 in Review

Lokken Investment Group sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2023, closing a stake of 6,315 shares — an estimated $315K sold.

Lokken Investment Group first reported a position in IGSB in Q4 2020 and held it in 9 quarters. The position peaked at $317K in Q3 2022. 900 funds tracked by Wall St. Rank hold IGSB as of Q1 2023.

Lokken Investment Group reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Lokken Investment Group sold 6,315 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $315K.
Lokken Investment Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 9 quarters.
Lokken Investment Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $317K in Q3 2022.
900 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Lokken Investment Group's 13F filing for Q1 2023, filed 9 May 2023.