Seven Springs Wealth Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Seven Springs Wealth Group’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 Q1	–	Sell	-167,829	Closed	-$9.04M	–	69
2021 Q4	$9.04M	Sell	167,829 -30,351	-15%	-$1.64M	4.13%	6
2021 Q3	$10.8M	Sell	198,180 -191,312	-49%	-$10.5M	5.31%	4
2021 Q2	$21.3M	Sell	389,492 -12,904	-3%	-$707K	9.24%	3
2021 Q1	$22M	Sell	402,396 -15,489	-4%	-$851K	10.37%	3
2020 Q4	$23.1M	Buy	417,885 +408,819	+4,509%	+$22.5M	11.92%	2
2020 Q3	$498K	Buy	9,066 +237	+3%	+$13K	0.31%	30
2020 Q2	$483K	Sell	8,829 -92	-1%	-$4.96K	0.31%	25
2020 Q1	$467K	Buy	+8,921	New	+$475K	0.33%	25

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

Members Trust Tampa, Florida $3.01B AUM 10.24% 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

MYLI

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

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

Seven Springs Wealth Group's IGSB Position: Q1 2022 in Review

Seven Springs Wealth Group sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2022, closing a stake of 167,829 shares — an estimated $9.04M sold.

Seven Springs Wealth Group first reported a position in IGSB in Q1 2020 and held it in 8 quarters. The position peaked at $23.1M in Q4 2020. 925 funds tracked by Wall St. Rank hold IGSB as of Q1 2022.

Seven Springs Wealth Group reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Seven Springs Wealth Group sold 167,829 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $9.04M.
Seven Springs Wealth Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2020 and held it in 8 quarters.
Seven Springs Wealth Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $23.1M in Q4 2020.
925 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Seven Springs Wealth Group's 13F filing for Q1 2022, filed 9 May 2022.