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

Monument Capital 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
-35,528
Closed -$1.91M – 141
2021
Q4 		$1.91M Sell
35,528
-8,754
-20% -$474K 0.59% 57
2021
Q3 		$2.42M Sell
44,282
-8,510
-16% -$466K 0.82% 39
2021
Q2 		$2.89M Sell
52,792
-792
-1% -$43.4K 1% 25
2021
Q1 		$2.93M Buy
53,584
+7,410
+16% +$407K 1.17% 22
2020
Q4 		$2.55M Buy
46,174
+4,083
+10% +$224K 1.18% 32
2020
Q3 		$2.31M Buy
42,091
+6,962
+20% +$382K 1.22% 32
2020
Q2 		$1.92M Buy
35,129
+4,858
+16% +$262K 1.13% 44
2020
Q1 		$1.58M Buy
30,271
+3,418
+13% +$182K 1.14% 49
2019
Q4 		$1.44M Buy
26,853
+2,811
+12% +$151K 0.73% 55
2019
Q3 		$1.29M Buy
24,042
+471
+2% +$25.2K 0.7% 58
2019
Q2 		$1.26M Buy
23,571
+7,993
+51% +$423K 0.68% 59
2019
Q1 		$823K Buy
15,578
+3,671
+31% +$192K 0.47% 64
2018
Q4 		$615K Buy
11,907
+5,372
+82% +$277K 0.38% 70
2018
Q3 		$339K Buy
+6,535
New +$339K 0.19% 73

Other funds holding IGSB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Monument Capital Management's IGSB Position: Q1 2022 in Review

Monument Capital Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2022, closing a stake of 35,528 shares — an estimated $1.91M sold.

Monument Capital Management first reported a position in IGSB in Q3 2018 and held it in 14 quarters. The position peaked at $2.93M in Q1 2021. 924 funds tracked by Wall St. Rank hold IGSB as of Q1 2022.

  • Monument Capital Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Monument Capital Management sold 35,528 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $1.91M.
  • Monument Capital Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2018 and held it in 14 quarters.
  • Monument Capital Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.93M in Q1 2021.
  • 924 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2022.

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