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

Peak Financial 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 Q4	–	Sell	-161,544	Closed	-$7.96M	–	72
2022 Q3	$7.96M	Buy	161,544 +4,913	+3%	+$248K	3.32%	9
2022 Q2	$7.92M	Buy	156,631 +5,121	+3%	+$261K	3.05%	11
2022 Q1	$7.84M	Buy	151,510 +3,580	+2%	+$189K	2.63%	16
2021 Q4	$7.97M	Buy	147,930 +2,781	+2%	+$151K	2.58%	16
2021 Q3	$7.93M	Buy	145,149 +4,512	+3%	+$247K	2.69%	15
2021 Q2	$7.71M	Buy	140,637 +6,917	+5%	+$379K	2.62%	15
2021 Q1	$7.31M	Buy	133,720 +6,066	+5%	+$333K	2.65%	16
2020 Q4	$7.04M	Buy	127,654 +10,049	+9%	+$552K	2.65%	14
2020 Q3	$6.46M	Buy	117,605 +8,021	+7%	+$441K	2.79%	14
2020 Q2	$6M	Buy	109,584 +799	+0.7%	+$43K	2.81%	13
2020 Q1	$5.7M	Buy	108,785 +15,628	+17%	+$832K	2.91%	13
2019 Q4	$5M	Buy	+93,157	New	+$5M	2.13%	18

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

JHU

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Peak Financial Management's IGSB Position: Q4 2022 in Review

Peak Financial Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2022, closing a stake of 161,544 shares — an estimated $7.96M sold.

Peak Financial Management first reported a position in IGSB in Q4 2019 and held it in 12 quarters. The position peaked at $7.97M in Q4 2021. 923 funds tracked by Wall St. Rank hold IGSB as of Q4 2022.

Peak Financial Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Peak Financial Management sold 161,544 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $7.96M.
Peak Financial Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 12 quarters.
Peak Financial Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $7.97M in Q4 2021.
923 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Peak Financial Management's 13F filing for Q4 2022, filed 30 Jan 2023.