SPFA
IGSB icon

Summit Place Financial Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Summit Place Financial 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
Q3 		– Sell
-5,425
Closed -$274K – 90
2022
Q2 		$274K Sell
5,425
-300
-5% -$15.3K 0.23% 85
2022
Q1 		$296K Buy
+5,725
New +$302K 0.2% 96

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 $49B AUM 17.78% 1-Year Est. Return

Summit Place Financial Advisors's IGSB Position: Q3 2022 in Review

Summit Place Financial Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2022, closing a stake of 5,425 shares — an estimated $274K sold.

Summit Place Financial Advisors first reported a position in IGSB in Q1 2022 and held it in 2 quarters. The position peaked at $296K in Q1 2022. 870 funds tracked by Wall St. Rank hold IGSB as of Q3 2022.

  • Summit Place Financial Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Summit Place Financial Advisors sold 5,425 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $274K.
  • Summit Place Financial Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2022 and held it in 2 quarters.
  • Summit Place Financial Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $296K in Q1 2022.
  • 870 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Summit Place Financial Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.