PrairieView Partners’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

PrairieView Partners’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 Q1	–	Sell	-107	Closed	-$5K	–	453
2022 Q4	$5K	Sell	107 -108	-50%	-$5.35K	﹤0.01%	365
2022 Q3	$11K	Hold	215	–	–	﹤0.01%	298
2022 Q2	$11K	Hold	215	–	–	﹤0.01%	321
2022 Q1	$11K	Hold	215	–	–	﹤0.01%	321
2021 Q4	$12K	Hold	215	–	–	﹤0.01%	314
2021 Q3	$12K	Hold	215	–	–	﹤0.01%	262
2021 Q2	$12K	Hold	215	–	–	﹤0.01%	260
2021 Q1	$12K	Hold	215	–	–	﹤0.01%	256
2020 Q4	$12K	Hold	215	–	–	﹤0.01%	237
2020 Q3	$12K	Sell	215 -2,678	-93%	-$147K	﹤0.01%	229
2020 Q2	$158K	Hold	2,893	–	–	0.03%	85
2020 Q1	$151K	Sell	2,893 -938	-24%	-$49.9K	0.04%	90
2019 Q4	$205K	Hold	3,831	–	–	0.04%	82
2019 Q3	$206K	Buy	+3,831	New	+$205K	0.05%	82

Other funds holding IGSB

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

JHU

Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

PrairieView Partners's IGSB Position: Q1 2023 in Review

PrairieView Partners sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2023, closing a stake of 107 shares — an estimated $5K sold.

PrairieView Partners first reported a position in IGSB in Q3 2019 and held it in 14 quarters. The position peaked at $206K in Q3 2019. 900 funds tracked by Wall St. Rank hold IGSB as of Q1 2023.

PrairieView Partners reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
PrairieView Partners sold 107 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $5K.
PrairieView Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2019 and held it in 14 quarters.
PrairieView Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $206K in Q3 2019.
900 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2023.

Based on PrairieView Partners's 13F filing for Q1 2023, filed 8 May 2023.