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

Snider Financial 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 Q3	–	Sell	-3,989	Closed	-$202K	–	60
2022 Q2	$202K	Buy	3,989 +3	+0.1%	+$153	0.11%	52
2022 Q1	$206K	Sell	3,986 -5,004	-56%	-$264K	0.09%	63
2021 Q4	$484K	Sell	8,990 -91	-1%	-$4.93K	0.21%	45
2021 Q3	$493K	Sell	9,081 -155,852	-94%	-$8.54M	0.21%	45
2021 Q2	$9.03M	Buy	+164,933	New	+$9.04M	4.25%	6

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

JHU

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

MMI

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

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

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

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

Snider Financial Group's IGSB Position: Q3 2022 in Review

Snider Financial Group sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2022, closing a stake of 3,989 shares — an estimated $202K sold.

Snider Financial Group first reported a position in IGSB in Q2 2021 and held it in 5 quarters. The position peaked at $9.03M in Q2 2021. 870 funds tracked by Wall St. Rank hold IGSB as of Q3 2022.

Snider Financial Group reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Snider Financial Group sold 3,989 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $202K.
Snider Financial Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2021 and held it in 5 quarters.
Snider Financial Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $9.03M in Q2 2021.
870 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Snider Financial Group's 13F filing for Q3 2022, filed 14 Nov 2022.