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

Selective 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
2023 Q3	–	Sell	-4,703	Closed	-$235K	–	98
2023 Q2	$235K	Buy	+4,703	New	+$237K	0.12%	100
2022 Q4	$404K	Sell	7,986 -2,989	-27%	-$148K	0.21%	65
2022 Q3	$541K	Sell	10,975 -3,926	-26%	-$198K	0.23%	58
2022 Q2	$753K	Buy	14,901 +5,298	+55%	+$270K	0.27%	57
2022 Q1	$497K	Buy	9,603 +6,353	+195%	+$335K	0.18%	66
2021 Q4	$175K	Buy	3,250 +1,399	+76%	+$75.7K	0.07%	136
2021 Q3	$101K	Buy	+1,851	New	+$101K	0.05%	185
2020 Q3	–	Sell	-75	Closed	-$4K	–	360
2020 Q2	$4K	Buy	+75	New	+$4.04K	﹤0.01%	323

Other funds holding IGSB

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

JHU

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

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

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

MMI

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

NYL Investors New York $265M AUM 3.93% 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

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

Selective Wealth Management's IGSB Position: Q3 2023 in Review

Selective Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2023, closing a stake of 4,703 shares — an estimated $235K sold.

Selective Wealth Management first reported a position in IGSB in Q2 2020 and held it in 8 quarters. The position peaked at $753K in Q2 2022. 872 funds tracked by Wall St. Rank hold IGSB as of Q3 2023.

Selective Wealth Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Selective Wealth Management sold 4,703 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $235K.
Selective Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and held it in 8 quarters.
Selective Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $753K in Q2 2022.
872 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Selective Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.