Strategic Wealth Partners Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Strategic Wealth Partners 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 Q1	–	Sell	-7,266	Closed	-$392K	–	61
2021 Q4	$392K	Buy	7,266 +772	+12%	+$41.8K	0.07%	48
2021 Q3	$355K	Buy	+6,494	New	+$356K	0.07%	50
2021 Q1	$353K	Sell	6,462 -361	-5%	-$19.8K	0.07%	49
2020 Q4	$376K	Buy	6,823 +30	+0.4%	+$1.65K	0.08%	46
2020 Q3	$373K	Sell	6,793 -173	-2%	-$9.5K	0.09%	44
2020 Q2	$381K	Buy	+6,966	New	+$375K	0.1%	45

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

MMI

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

Members Trust Tampa, Florida $3.01B AUM 10.24% 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

MYLI

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

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

Strategic Wealth Partners Group's IGSB Position: Q1 2022 in Review

Strategic Wealth Partners Group sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2022, closing a stake of 7,266 shares — an estimated $392K sold.

Strategic Wealth Partners Group first reported a position in IGSB in Q2 2020 and held it in 6 quarters. The position peaked at $392K in Q4 2021. 925 funds tracked by Wall St. Rank hold IGSB as of Q1 2022.

Strategic Wealth Partners Group reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Strategic Wealth Partners Group sold 7,266 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $392K.
Strategic Wealth Partners Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and held it in 6 quarters.
Strategic Wealth Partners Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $392K in Q4 2021.
925 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Strategic Wealth Partners Group's 13F filing for Q1 2022, filed 12 May 2022.