Professional Financial Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Professional Financial Advisors’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	-352	Closed	-$19K	–	488
2021 Q4	$19K	Sell	352 -27	-7%	-$1.46K	0.01%	251
2021 Q3	$21K	Buy	379 +1	+0.3%	+$55	0.01%	208
2021 Q2	$21K	Buy	378 +2	+0.5%	+$110	0.01%	213
2021 Q1	$21K	Buy	376 +373	+12,433%	+$20.5K	0.01%	192
2020 Q4	$0	Buy	+3	New	+$165	﹤0.01%	366

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

Professional Financial Advisors's IGSB Position: Q1 2022 in Review

Professional Financial Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2022, closing a stake of 352 shares — an estimated $19K sold.

Professional Financial Advisors first reported a position in IGSB in Q4 2020 and held it in 5 quarters. The position peaked at $21K in Q3 2021. 925 funds tracked by Wall St. Rank hold IGSB as of Q1 2022.

Professional Financial Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Professional Financial Advisors sold 352 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $19K.
Professional Financial Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 5 quarters.
Professional Financial Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $21K in Q3 2021.
925 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Professional Financial Advisors's 13F filing for Q1 2022, filed 5 May 2022.