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

Tevis 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
2022 Q4	–	Sell	-802	Closed	-$40K	–	134
2022 Q3	$40K	Sell	802 -53	-6%	-$2.67K	0.04%	202
2022 Q2	$43K	Sell	855 -68	-7%	-$3.46K	0.04%	196
2022 Q1	$48K	Buy	923 +2	+0.2%	+$105	0.04%	206
2021 Q4	$50K	Buy	+921	New	+$49.9K	0.04%	207

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

JHU

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Tevis Investment Management's IGSB Position: Q4 2022 in Review

Tevis Investment Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2022, closing a stake of 802 shares — an estimated $40K sold.

Tevis Investment Management first reported a position in IGSB in Q4 2021 and held it in 4 quarters. The position peaked at $50K in Q4 2021. 922 funds tracked by Wall St. Rank hold IGSB as of Q4 2022.

Tevis Investment Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Tevis Investment Management sold 802 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $40K.
Tevis Investment Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
Tevis Investment Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $50K in Q4 2021.
922 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Tevis Investment Management's 13F filing for Q4 2022, filed 31 Jan 2023.