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

Stokes Capital 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
2023
Q1 		– Sell
-4,064
Closed -$202K – 84
2022
Q4 		$202K Buy
+4,064
New +$201K 0.07% 85
2022
Q2 		– Sell
-17,453
Closed -$903K – 86
2022
Q1 		$903K Buy
+17,453
New +$920K 0.26% 66

Other funds holding IGSB

Fidelity Investments
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
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stokes Capital Advisors's IGSB Position: Q1 2023 in Review

Stokes Capital Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2023, closing a stake of 4,064 shares — an estimated $202K sold.

Stokes Capital Advisors first reported a position in IGSB in Q1 2022 and held it in 2 quarters. The position peaked at $903K in Q1 2022. 900 funds tracked by Wall St. Rank hold IGSB as of Q1 2023.

  • Stokes Capital Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Stokes Capital Advisors sold 4,064 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $202K.
  • Stokes Capital Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2022 and held it in 2 quarters.
  • Stokes Capital Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $903K in Q1 2022.
  • 900 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Stokes Capital Advisors's 13F filing for Q1 2023, filed 12 Apr 2023.