Pettyjohn Wood & White’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Pettyjohn Wood & White’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	-4,910	Closed	-$248K	–	178
2023 Q1	$248K	Hold	4,910	–	–	0.06%	158
2022 Q4	$245K	Hold	4,910	–	–	0.06%	154
2022 Q3	$242K	Buy	4,910 +60	+1%	+$3.03K	0.06%	151
2022 Q2	$245K	Buy	4,850 +450	+10%	+$22.9K	0.06%	153
2022 Q1	$228K	Buy	+4,400	New	+$232K	0.05%	151

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 $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

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

Pettyjohn Wood & White's IGSB Position: Q2 2023 in Review

Pettyjohn Wood & White sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2023, closing a stake of 4,910 shares — an estimated $248K sold.

Pettyjohn Wood & White first reported a position in IGSB in Q1 2022 and held it in 5 quarters. The position peaked at $248K in Q1 2023. 881 funds tracked by Wall St. Rank hold IGSB as of Q2 2023.

Pettyjohn Wood & White reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Pettyjohn Wood & White sold 4,910 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $248K.
Pettyjohn Wood & White first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2022 and held it in 5 quarters.
Pettyjohn Wood & White's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $248K in Q1 2023.
881 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Pettyjohn Wood & White's 13F filing for Q2 2023, filed 10 Aug 2023.