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

Meridian 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
2023
Q1 		– Sell
-5,136
Closed -$256K – 93
2022
Q4 		$256K Buy
5,136
+157
+3% +$7.77K 0.09% 70
2022
Q3 		$245K Buy
4,979
+110
+2% +$5.55K 0.1% 69
2022
Q2 		$246K Sell
4,869
-61,175
-93% -$3.11M 0.1% 68
2022
Q1 		$3.42M Hold
66,044
– – 1.08% 28
2021
Q4 		$3.56M Hold
66,044
– – 1.03% 29
2021
Q3 		$3.61M Hold
66,044
– – 1.11% 26
2021
Q2 		$3.62M Hold
66,044
– – 1.07% 28
2021
Q1 		$3.61M Hold
66,044
– – 1.12% 31
2020
Q4 		$3.64M Hold
66,044
– – 1.17% 28
2020
Q3 		$3.63M Hold
66,044
– – 1.35% 22
2020
Q2 		$3.61M Hold
66,044
– – 1.48% 18
2020
Q1 		$3.46M Sell
66,044
-573
-0.9% -$30.5K 1.67% 13
2019
Q4 		$3.57M Sell
66,617
-39
-0.1% -$2.09K 1.43% 24
2019
Q3 		$3.58M Sell
66,656
-374,660
-85% -$20M 1.6% 13
2019
Q2 		$23.6M Sell
441,316
-1,537
-0.3% -$81.3K 10.48% 1
2019
Q1 		$23.4M Sell
442,853
-32,328
-7% -$1.69M 11.58% 1
2018
Q4 		$24.5M Sell
475,181
-23,838
-5% -$1.23M 12.51% 1
2018
Q3 		$25.9M Buy
499,019
+12,857
+3% +$667K 11.26% 1
2018
Q2 		$25.2M Sell
486,162
-17,178
-3% -$890K 11.67% 1
2018
Q1 		$26.1M Sell
503,340
-19,162
-4% -$997K 12.05% 2
2017
Q4 		$27.3M Sell
522,502
-3,554
-0.7% -$186K 12.75% 2
2017
Q3 		$27.7M Buy
526,056
+29,834
+6% +$1.57M 13.72% 2
2017
Q2 		$26.1M Buy
496,222
+10,780
+2% +$567K 13.75% 2
2017
Q1 		$25.5M Buy
485,442
+10,188
+2% +$535K 14.51% 1
2016
Q4 		$24.9M Sell
475,254
-18,060
-4% -$950K 14.77% 1
2016
Q3 		$26.1M Buy
493,314
+89,064
+22% +$4.71M 15.03% 1
2016
Q2 		$21.4M Buy
404,250
+1,498
+0.4% +$79.1K 13.04% 1
2016
Q1 		$21.2M Sell
402,752
-3,816
-0.9% -$200K 13% 1
2015
Q4 		$21.3M Sell
406,568
-16,406
-4% -$861K 13.62% 1
2015
Q3 		$22.2M Buy
422,974
+15,726
+4% +$826K 14.59% 1
2015
Q2 		$21.4M Buy
+407,248
New +$21.5M 13% 1

Other funds holding IGSB

Fidelity Investments
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
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Meridian Management's IGSB Position: Q1 2023 in Review

Meridian Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2023, closing a stake of 5,136 shares — an estimated $256K sold.

Meridian Management first reported a position in IGSB in Q2 2015 and held it in 31 quarters. The position peaked at $27.7M in Q3 2017. 900 funds tracked by Wall St. Rank hold IGSB as of Q1 2023.

  • Meridian Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Meridian Management sold 5,136 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $256K.
  • Meridian Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2015 and held it in 31 quarters.
  • Meridian Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $27.7M in Q3 2017.
  • 900 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Meridian Management's 13F filing for Q1 2023, filed 2 May 2023.