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Sterling Investment Advisors (Pennsylvania)’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
-879
Closed -$44K – 284
2022
Q2 		$44K Buy
879
+4
+0.5% +$204 0.02% 235
2022
Q1 		$45K Buy
875
+2
+0.2% +$105 0.01% 262
2021
Q4 		$47K Buy
873
+6
+0.7% +$325 0.01% 260
2021
Q3 		$47K Sell
867
-797
-48% -$43.7K 0.01% 256
2021
Q2 		$91K Buy
1,664
+4
+0.2% +$219 0.03% 207
2021
Q1 		$91K Buy
1,660
+2
+0.1% +$110 0.03% 194
2020
Q4 		$91K Buy
1,658
+7
+0.4% +$385 0.03% 187
2020
Q3 		$91K Buy
1,651
+5
+0.3% +$275 0.04% 169
2020
Q2 		$90K Buy
1,646
+5
+0.3% +$269 0.04% 172
2020
Q1 		$85K Buy
1,641
+4
+0.2% +$213 0.04% 155
2019
Q4 		$87K Buy
1,637
+8
+0.5% +$429 0.04% 164
2019
Q3 		$87K Buy
1,629
+6
+0.4% +$321 0.04% 159
2019
Q2 		$87K Buy
1,623
+7
+0.4% +$370 0.04% 158
2019
Q1 		$85K Buy
1,616
+5
+0.3% +$261 0.04% 165
2018
Q4 		$83K Buy
1,611
+8
+0.5% +$412 0.05% 151
2018
Q3 		$83K Sell
1,603
-797
-33% -$41.3K 0.04% 171
2018
Q2 		$124K Hold
2,400
– – 0.07% 132
2018
Q1 		$125K Hold
2,400
– – 0.08% 126
2017
Q4 		$125K Hold
2,400
– – 0.08% 127
2017
Q3 		$126K Hold
2,400
– – 0.08% 121
2017
Q2 		$126K Hold
2,400
– – 0.08% 124
2017
Q1 		$126K Hold
2,400
– – 0.09% 114
2016
Q4 		$126K Buy
+2,400
New +$126K 0.1% 105

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
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s IGSB Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2022, closing a stake of 879 shares — an estimated $44K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in IGSB in Q4 2016 and held it in 23 quarters. The position peaked at $126K in Q3 2017. 871 funds tracked by Wall St. Rank hold IGSB as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 879 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $44K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2016 and held it in 23 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $126K in Q3 2017.
  • 871 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.