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

Regal Wealth Group’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 Q2	–	Sell	-73,083	Closed	-$3.68M	–	47
2023 Q1	$3.68M	Sell	73,083 -30,376	-29%	-$1.53M	2.61%	12
2022 Q4	$5.15M	Sell	103,459 -1,061	-1%	-$52.5K	3.78%	8
2022 Q3	$5.09M	Sell	104,520 -4,920	-4%	-$248K	3.93%	7
2022 Q2	$5.53M	Sell	109,440 -3,787	-3%	-$193K	3.99%	7
2022 Q1	$5.8M	Sell	113,227 -3,700	-3%	-$195K	3.62%	8
2021 Q4	$6.3M	Buy	116,927 +6,072	+5%	+$329K	3.55%	9
2021 Q3	$6.06M	Buy	110,855 +871	+0.8%	+$47.7K	3.64%	10
2021 Q2	$6.03M	Buy	+109,984	New	+$6.03M	3.56%	11

Other funds holding IGSB

JHU

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

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

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

JSTA

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MMI

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

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

Regal Wealth Group's IGSB Position: Q2 2023 in Review

Regal Wealth Group sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2023, closing a stake of 73,083 shares — an estimated $3.68M sold.

Regal Wealth Group first reported a position in IGSB in Q2 2021 and held it in 8 quarters. The position peaked at $6.3M in Q4 2021. 881 funds tracked by Wall St. Rank hold IGSB as of Q2 2023.

Regal Wealth Group reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Regal Wealth Group sold 73,083 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $3.68M.
Regal Wealth Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2021 and held it in 8 quarters.
Regal Wealth Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $6.3M in Q4 2021.
881 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Regal Wealth Group's 13F filing for Q2 2023, filed 11 Jul 2023.