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

Parisi Gray Wealth 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
2021 Q3	–	Sell	-364	Closed	-$20K	–	320
2021 Q2	$20K	Buy	+364	New	+$19.9K	0.01%	377
2019 Q2	–	Sell	-364	Closed	-$19K	–	262
2019 Q1	$19K	Hold	364	–	–	0.01%	311
2018 Q4	$19K	Hold	364	–	–	0.01%	319
2018 Q3	$19K	Hold	364	–	–	0.01%	334
2018 Q2	$19K	Hold	364	–	–	0.01%	347
2018 Q1	$19K	Hold	364	–	–	0.01%	346
2017 Q4	$19K	Buy	+364	New	+$19.1K	0.01%	356

Other funds holding IGSB

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Parisi Gray Wealth Management's IGSB Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2021, closing a stake of 364 shares — an estimated $20K sold.

Parisi Gray Wealth Management first reported a position in IGSB in Q4 2017 and held it in 7 quarters. The position peaked at $20K in Q2 2021. 907 funds tracked by Wall St. Rank hold IGSB as of Q3 2021.

Parisi Gray Wealth Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 364 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $20K.
Parisi Gray Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $20K in Q2 2021.
907 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.