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

Mattern Wealth Management’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 Q1	–	Sell	-6,618	Closed	-$357K	–	165
2021 Q4	$357K	Hold	6,618	–	–	0.1%	126
2021 Q3	$362K	Sell	6,618 -1,680	-20%	-$92K	0.12%	126
2021 Q2	$454K	Sell	8,298 -100	-1%	-$5.48K	0.14%	120
2021 Q1	$459K	Sell	8,398 -3,205	-28%	-$176K	0.16%	112
2020 Q4	$640K	Sell	11,603 -7,700	-40%	-$423K	0.24%	89
2020 Q3	$1.06M	Buy	19,303 +450	+2%	+$24.7K	0.45%	67
2020 Q2	$1.03M	Buy	18,853 +3,575	+23%	+$193K	0.5%	65
2020 Q1	$800K	Sell	15,278 -500	-3%	-$26.6K	0.58%	57
2019 Q4	$846K	Buy	+15,778	New	+$846K	0.51%	72

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

MMI

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

Members Trust Tampa, Florida $3.01B AUM 10.24% 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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

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

Mattern Wealth Management's IGSB Position: Q1 2022 in Review

Mattern Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2022, closing a stake of 6,618 shares — an estimated $357K sold.

Mattern Wealth Management first reported a position in IGSB in Q4 2019 and held it in 9 quarters. The position peaked at $1.06M in Q3 2020. 925 funds tracked by Wall St. Rank hold IGSB as of Q1 2022.

Mattern Wealth Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Mattern Wealth Management sold 6,618 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $357K.
Mattern Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 9 quarters.
Mattern Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.06M in Q3 2020.
925 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Mattern Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.