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

Permit Capital 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	$124K	Buy	+2,418	New	+$127K	0.05%	77

Other funds holding IGSB

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

MYLI

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

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

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

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

Permit Capital Advisors's IGSB Position: Q1 2022 in Review

Permit Capital Advisors opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2022: 2,418 shares worth $124K. The stake represents 0.05% of the portfolio and ranks #77 among its holdings.

924 funds tracked by Wall St. Rank hold IGSB as of Q1 2022.

Permit Capital Advisors held 2,418 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $124K as of Q1 2022.
iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Permit Capital Advisors position in Q1 2022.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.05% of Permit Capital Advisors's portfolio in Q1 2022, its #77 holding.
924 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Permit Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.