Mount Yale Investment Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Mount Yale Investment Advisors’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	-9,070	Closed	-$489K	–	479
2021 Q4	$489K	Sell	9,070 -9,272	-51%	-$502K	0.05%	297
2021 Q3	$1M	Sell	18,342 -10,901	-37%	-$597K	0.12%	190
2021 Q2	$1.6M	Sell	29,243 -238	-0.8%	-$13K	0.19%	115
2021 Q1	$1.61M	Buy	29,481 +12,719	+76%	+$698K	0.21%	100
2020 Q4	$925K	Buy	16,762 +2,594	+18%	+$143K	0.13%	175
2020 Q3	$778K	Buy	14,168 +5,369	+61%	+$295K	0.11%	181
2020 Q2	$481K	Buy	+8,799	New	+$474K	0.09%	232

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

Mount Yale Investment Advisors's IGSB Position: Q1 2022 in Review

Mount Yale Investment Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2022, closing a stake of 9,070 shares — an estimated $489K sold.

Mount Yale Investment Advisors first reported a position in IGSB in Q2 2020 and held it in 7 quarters. The position peaked at $1.61M in Q1 2021. 925 funds tracked by Wall St. Rank hold IGSB as of Q1 2022.

Mount Yale Investment Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Mount Yale Investment Advisors sold 9,070 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $489K.
Mount Yale Investment Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and held it in 7 quarters.
Mount Yale Investment Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.61M in Q1 2021.
925 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2022, filed 3 May 2022.