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

Semmax Financial 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 Q2	–	Sell	-19,266	Closed	-$996K	–	282
2022 Q1	$996K	Sell	19,266 -10,054	-34%	-$530K	0.39%	73
2021 Q4	$1.58M	Sell	29,320 -21,173	-42%	-$1.15M	0.58%	61
2021 Q3	$2.76M	Sell	50,493 -65,421	-56%	-$3.58M	0.95%	45
2021 Q2	$6.35M	Buy	115,914 +10,274	+10%	+$563K	2.03%	11
2021 Q1	$5.78M	Buy	105,640 +12,705	+14%	+$698K	2.06%	11
2020 Q4	$5.13M	Buy	92,935 +10,213	+12%	+$561K	2.12%	11
2020 Q3	$4.54M	Buy	82,722 +6,452	+8%	+$354K	2.16%	10
2020 Q2	$4.17M	Buy	76,270 +50,176	+192%	+$2.7M	2.19%	10
2020 Q1	$1.37M	Sell	26,094 -989	-4%	-$52.6K	0.87%	40
2019 Q4	$1.45M	Sell	27,083 -75,368	-74%	-$4.04M	0.8%	46
2019 Q3	$5.5M	Buy	102,451 +44,309	+76%	+$2.37M	3.29%	6
2019 Q2	$3.11M	Buy	58,142 +50,483	+659%	+$2.67M	2%	10
2019 Q1	$405K	Buy	+7,659	New	+$400K	0.28%	94

Other funds holding IGSB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 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 $1.5B AUM 13.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Semmax Financial Advisors's IGSB Position: Q2 2022 in Review

Semmax Financial Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2022, closing a stake of 19,266 shares — an estimated $996K sold.

Semmax Financial Advisors first reported a position in IGSB in Q1 2019 and held it in 13 quarters. The position peaked at $6.35M in Q2 2021. 901 funds tracked by Wall St. Rank hold IGSB as of Q2 2022.

Semmax Financial Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Semmax Financial Advisors sold 19,266 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $996K.
Semmax Financial Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2019 and held it in 13 quarters.
Semmax Financial Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $6.35M in Q2 2021.
901 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Semmax Financial Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.