S.A. Mason’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

S.A. Mason’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 Q2	–	Sell	-535	Closed	-$28K	–	327
2022 Q1	$28K	Hold	535	–	–	0.02%	292
2021 Q4	$29K	Hold	535	–	–	0.02%	282
2021 Q3	$29K	Hold	535	–	–	0.02%	278
2021 Q2	$29K	Buy	+535	New	+$29.3K	0.02%	276
2020 Q2	–	Sell	-185	Closed	-$10K	–	332
2020 Q1	$10K	Buy	+185	New	+$9.85K	0.01%	315

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

JHU

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

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

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

MYLI

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

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

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

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

S.A. Mason's IGSB Position: Q2 2022 in Review

S.A. Mason sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2022, closing a stake of 535 shares — an estimated $28K sold.

S.A. Mason first reported a position in IGSB in Q1 2020 and held it in 5 quarters. The position peaked at $29K in Q4 2021. 901 funds tracked by Wall St. Rank hold IGSB as of Q2 2022.

S.A. Mason reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
S.A. Mason sold 535 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $28K.
S.A. Mason first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2020 and held it in 5 quarters.
S.A. Mason's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $29K in Q4 2021.
901 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on S.A. Mason's 13F filing for Q2 2022, filed 7 Jul 2022.