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Pineno Levin & Ford Asset Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Pineno Levin & Ford Asset 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
Q4 		$963K Hold
17,875
– – 0.28% 61
2021
Q3 		$977K Hold
17,875
– – 0.32% 59
2021
Q2 		$980K Buy
+17,875
New +$979K 0.32% 60

Other funds holding IGSB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Pineno Levin & Ford Asset Management's IGSB Position: Q4 2021 in Review

Pineno Levin & Ford Asset Management held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q4 2021 at 17,875 shares worth $963K. The position accounts for 0.28% of the portfolio, ranked #61.

Pineno Levin & Ford Asset Management first reported a position in IGSB in Q2 2021 and has held it in 3 quarters since. The position peaked at $980K in Q2 2021. 945 funds tracked by Wall St. Rank hold IGSB as of Q4 2021.

  • Pineno Levin & Ford Asset Management held 17,875 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $963K as of Q4 2021.
  • Pineno Levin & Ford Asset Management left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q4 2021.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.28% of Pineno Levin & Ford Asset Management's portfolio in Q4 2021, its #61 holding.
  • Pineno Levin & Ford Asset Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2021 and has held it in 3 quarters since.
  • Pineno Levin & Ford Asset Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $980K in Q2 2021.
  • 945 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Pineno Levin & Ford Asset Management's 13F filing for Q4 2021, filed 21 Jan 2022.