Stone House Investment Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Stone House Investment Management’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
2021 Q4	–	Sell	-126,208	Closed	-$6.92M	–	43
2021 Q3	$6.92M	Hold	126,208	–	–	2.7%	13
2021 Q2	$6.92M	Buy	126,208 +13,750	+12%	+$753K	2.7%	13
2021 Q1	$6.2M	Hold	112,458	–	–	3.13%	11
2020 Q4	$6.2M	Buy	112,458 +5,284	+5%	+$290K	3.12%	11
2020 Q3	$5.88M	Buy	107,174 +3,424	+3%	+$188K	2.38%	14
2020 Q2	$5.68M	Buy	+103,750	New	+$5.59M	2.85%	11

Other funds holding IGSB

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Stone House Investment Management's IGSB Position: Q4 2021 in Review

Stone House Investment Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2021, closing a stake of 126,208 shares — an estimated $6.92M sold.

Stone House Investment Management first reported a position in IGSB in Q2 2020 and held it in 6 quarters. The position peaked at $6.92M in Q3 2021. 946 funds tracked by Wall St. Rank hold IGSB as of Q4 2021.

Stone House Investment Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Stone House Investment Management sold 126,208 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $6.92M.
Stone House Investment Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and held it in 6 quarters.
Stone House Investment Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $6.92M in Q3 2021.
946 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Stone House Investment Management's 13F filing for Q4 2021, filed 14 Jan 2022.