Schrum Private Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Schrum Private Wealth Management’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	–	Sell	-4,465	Closed	-$226K	–	110
2022 Q2	$226K	Hold	4,465	–	–	0.26%	101
2022 Q1	$228K	Sell	4,465 -408	-8%	-$21.5K	0.23%	103
2021 Q4	$263K	Buy	+4,873	New	+$264K	0.24%	104

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

Schrum Private Wealth Management's IGSB Position: Q3 2022 in Review

Schrum Private Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2022, closing a stake of 4,465 shares — an estimated $226K sold.

Schrum Private Wealth Management first reported a position in IGSB in Q4 2021 and held it in 3 quarters. The position peaked at $263K in Q4 2021. 870 funds tracked by Wall St. Rank hold IGSB as of Q3 2022.

Schrum Private Wealth Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Schrum Private Wealth Management sold 4,465 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $226K.
Schrum Private Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and held it in 3 quarters.
Schrum Private Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $263K in Q4 2021.
870 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Schrum Private Wealth Management's 13F filing for Q3 2022, filed 27 Oct 2022.