SWA
IGSB icon

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

SOA Wealth 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
Q4 		– Sell
-1,725
Closed -$85K – 995
2022
Q3 		$85K Buy
+1,725
New +$87.1K 0.03% 216

Other funds holding IGSB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
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
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Northern Trust
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

SOA Wealth Advisors's IGSB Position: Q4 2022 in Review

SOA Wealth Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2022, closing a stake of 1,725 shares — an estimated $85K sold.

SOA Wealth Advisors first reported a position in IGSB in Q3 2022 and held it in 1 quarter. The position peaked at $85K in Q3 2022. 922 funds tracked by Wall St. Rank hold IGSB as of Q4 2022.

  • SOA Wealth Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • SOA Wealth Advisors sold 1,725 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $85K.
  • SOA Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2022 and held it in 1 quarter.
  • SOA Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $85K in Q3 2022.
  • 922 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2022.

Based on SOA Wealth Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.