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

Pacific Edge 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
2021 Q3	$1.56M	Sell	28,530 -2,950	-9%	-$162K	0.76%	19
2021 Q2	$1.73M	Sell	31,480 -600	-2%	-$32.9K	0.9%	17
2021 Q1	$1.75M	Buy	32,080 +350	+1%	+$19.2K	0.84%	19
2020 Q4	$1.75M	Hold	31,730	–	–	0.91%	18
2020 Q3	$1.74M	Buy	31,730 +500	+2%	+$27.5K	1%	18
2020 Q2	$1.71M	Hold	31,230	–	–	1.01%	17
2020 Q1	$1.64M	Hold	31,230	–	–	1.17%	14
2019 Q4	$1.68M	Sell	31,230 -360	-1%	-$19.3K	1.02%	18
2019 Q3	$1.7M	Buy	31,590 +540	+2%	+$28.9K	1.11%	18
2019 Q2	$1.66M	Sell	31,050 -48,900	-61%	-$2.59M	1.1%	19
2019 Q1	$4.22M	Buy	79,950 +14,450	+22%	+$754K	2.56%	12
2018 Q4	$3.38M	Buy	+65,500	New	+$3.38M	2.15%	15

Other funds holding IGSB

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

MYLI

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pacific Edge Advisors's IGSB Position: Q3 2021 in Review

Pacific Edge Advisors reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 9.4% in Q3 2021, selling an estimated $162K and leaving 28,530 shares worth $1.56M. The position accounts for 0.76% of the portfolio, ranked #19.

Pacific Edge Advisors first reported a position in IGSB in Q4 2018 and has held it in 12 quarters since. The position peaked at $4.22M in Q1 2019. 906 funds tracked by Wall St. Rank hold IGSB as of Q3 2021.

Pacific Edge Advisors held 28,530 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.56M as of Q3 2021.
Pacific Edge Advisors sold 2,950 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $162K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.76% of Pacific Edge Advisors's portfolio in Q3 2021, its #19 holding.
Pacific Edge Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 12 quarters since.
Pacific Edge Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $4.22M in Q1 2019.
906 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2021.

Based on Pacific Edge Advisors's 13F filing for Q3 2021, filed 13 Oct 2021.