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

Shakespeare 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
2021
Q4 		– Sell
-4,443
Closed -$243K – 76
2021
Q3 		$243K Buy
+4,443
New +$243K 0.09% 65

Other funds holding IGSB

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Shakespeare Wealth Management's IGSB Position: Q4 2021 in Review

Shakespeare Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2021, closing a stake of 4,443 shares — an estimated $243K sold.

Shakespeare Wealth Management first reported a position in IGSB in Q3 2021 and held it in 1 quarter. The position peaked at $243K in Q3 2021. 945 funds tracked by Wall St. Rank hold IGSB as of Q4 2021.

  • Shakespeare Wealth Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Shakespeare Wealth Management sold 4,443 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $243K.
  • Shakespeare Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2021 and held it in 1 quarter.
  • Shakespeare Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $243K in Q3 2021.
  • 945 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Shakespeare Wealth Management's 13F filing for Q4 2021, filed 10 Jan 2022.