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

RGT Wealth 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 Q3	$243K	Buy	+4,922	New	+$248K	0.04%	68

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

JHU

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

MMI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

RGT Wealth Advisors's IGSB Position: Q3 2022 in Review

RGT Wealth Advisors opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2022: 4,922 shares worth $243K. The stake represents 0.04% of the portfolio and ranks #68 among its holdings.

870 funds tracked by Wall St. Rank hold IGSB as of Q3 2022.

RGT Wealth Advisors held 4,922 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $243K as of Q3 2022.
iShares 1-5 Year Investment Grade Corporate Bond ETF was a new RGT Wealth Advisors position in Q3 2022.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.04% of RGT Wealth Advisors's portfolio in Q3 2022, its #68 holding.
870 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.