Sierra Capital’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Sierra Capital’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 Q1	–	Sell	-2,421	Closed	-$121K	–	358
2022 Q4	$121K	Hold	2,421	–	–	0.02%	209
2022 Q3	$119K	Hold	2,421	–	–	0.02%	211
2022 Q2	$122K	Hold	2,421	–	–	0.02%	249
2022 Q1	$125K	Hold	2,421	–	–	0.02%	258
2021 Q4	$130K	Hold	2,421	–	–	0.02%	271
2021 Q3	$131K	Hold	2,421	–	–	0.02%	244
2021 Q2	$133K	Sell	2,421 -379	-14%	-$20.8K	0.02%	221
2021 Q1	$153K	Buy	+2,800	New	+$154K	0.03%	204

Other funds holding IGSB

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

JHU

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

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

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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Sierra Capital's IGSB Position: Q1 2023 in Review

Sierra Capital sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2023, closing a stake of 2,421 shares — an estimated $121K sold.

Sierra Capital first reported a position in IGSB in Q1 2021 and held it in 8 quarters. The position peaked at $153K in Q1 2021. 900 funds tracked by Wall St. Rank hold IGSB as of Q1 2023.

Sierra Capital reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Sierra Capital sold 2,421 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $121K.
Sierra Capital first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2021 and held it in 8 quarters.
Sierra Capital's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $153K in Q1 2021.
900 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.