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

Private Portfolio 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
2022 Q1	–	Sell	-4,950	Closed	-$267K	–	292
2021 Q4	$267K	Sell	4,950 -26,300	-84%	-$1.42M	0.07%	233
2021 Q3	$1.71M	Sell	31,250 -11,162	-26%	-$611K	0.49%	51
2021 Q2	$2.32M	Buy	42,412 +2,807	+7%	+$154K	0.67%	37
2021 Q1	$2.17M	Buy	39,605 +9,768	+33%	+$536K	0.7%	36
2020 Q4	$1.65M	Buy	29,837 +1,364	+5%	+$75K	0.58%	40
2020 Q3	$1.56M	Buy	28,473 +3,933	+16%	+$216K	0.63%	38
2020 Q2	$1.34M	Buy	+24,540	New	+$1.32M	0.62%	41
2019 Q3	–	Sell	-13,728	Closed	-$734K	–	211
2019 Q2	$734K	Buy	+13,728	New	+$726K	0.31%	88

Other funds holding IGSB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MMI

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

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Private Portfolio Partners's IGSB Position: Q1 2022 in Review

Private Portfolio Partners sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2022, closing a stake of 4,950 shares — an estimated $267K sold.

Private Portfolio Partners first reported a position in IGSB in Q2 2019 and held it in 8 quarters. The position peaked at $2.32M in Q2 2021. 925 funds tracked by Wall St. Rank hold IGSB as of Q1 2022.

Private Portfolio Partners reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Private Portfolio Partners sold 4,950 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $267K.
Private Portfolio Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2019 and held it in 8 quarters.
Private Portfolio Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.32M in Q2 2021.
925 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Private Portfolio Partners's 13F filing for Q1 2022, filed 12 May 2022.