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

Pacifica Partners’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 Q2	–	Sell	-100	Closed	-$5.04K	–	493
2023 Q1	$5.04K	Hold	100	–	–	﹤0.01%	385
2022 Q4	$4.99K	Sell	100 -500	-83%	-$24.8K	﹤0.01%	352
2022 Q3	$29K	Hold	600	–	–	0.02%	199
2022 Q2	$31K	Sell	600 -94	-14%	-$4.79K	0.02%	204
2022 Q1	$36K	Hold	694	–	–	0.02%	194
2021 Q4	$37K	Buy	694 +94	+16%	+$5.09K	0.02%	191
2021 Q3	$33K	Hold	600	–	–	0.02%	188
2021 Q2	$32K	Hold	600	–	–	0.02%	179
2021 Q1	$33K	Hold	600	–	–	0.03%	160
2020 Q4	$33K	Hold	600	–	–	0.03%	153
2020 Q3	$33K	Sell	600 -600	-50%	-$33K	0.04%	145
2020 Q2	$66K	Hold	1,200	–	–	0.07%	108
2020 Q1	$63K	Sell	1,200 -450	-27%	-$23.9K	0.08%	110
2019 Q4	$88K	Buy	+1,650	New	+$88.5K	0.09%	103

Other funds holding IGSB

JHU

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

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

Pacifica Partners's IGSB Position: Q2 2023 in Review

Pacifica Partners sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2023, closing a stake of 100 shares — an estimated $5.04K sold.

Pacifica Partners first reported a position in IGSB in Q4 2019 and held it in 14 quarters. The position peaked at $88K in Q4 2019. 880 funds tracked by Wall St. Rank hold IGSB as of Q2 2023.

Pacifica Partners reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Pacifica Partners sold 100 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $5.04K.
Pacifica Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 14 quarters.
Pacifica Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $88K in Q4 2019.
880 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Pacifica Partners's 13F filing for Q2 2023, filed 17 Jul 2023.