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Pinnacle Private Wealth’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Pinnacle Private Wealth’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
Q2 		$346K Hold
6,839
– – 0.14% 175
2022
Q1 		$354K Sell
6,839
-1,043
-13% -$55K 0.11% 198
2021
Q4 		$425K Buy
+7,882
New +$427K 0.13% 168

Other funds holding IGSB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
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
JHU
Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pinnacle Private Wealth's IGSB Position: Q2 2022 in Review

Pinnacle Private Wealth held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2022 at 6,839 shares worth $346K. The position accounts for 0.14% of the portfolio, ranked #175.

Pinnacle Private Wealth first reported a position in IGSB in Q4 2021 and has held it in 3 quarters since. The position peaked at $425K in Q4 2021. 901 funds tracked by Wall St. Rank hold IGSB as of Q2 2022.

  • Pinnacle Private Wealth held 6,839 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $346K as of Q2 2022.
  • Pinnacle Private Wealth left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2022.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.14% of Pinnacle Private Wealth's portfolio in Q2 2022, its #175 holding.
  • Pinnacle Private Wealth first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $425K in Q4 2021.
  • 901 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.