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

Sunesis 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	$518K	Buy	+10,249	New	+$515K	0.37%	36

Other funds holding IGSB

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 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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Sunesis Advisors's IGSB Position: Q1 2023 in Review

Sunesis Advisors opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2023: 10,249 shares worth $518K. The stake represents 0.37% of the portfolio and ranks #36 among its holdings.

900 funds tracked by Wall St. Rank hold IGSB as of Q1 2023.

Sunesis Advisors held 10,249 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $518K as of Q1 2023.
iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Sunesis Advisors position in Q1 2023.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.37% of Sunesis Advisors's portfolio in Q1 2023, its #36 holding.
900 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Sunesis Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.