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Topel & Distasi Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Topel & Distasi Wealth 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
Q1 		– Sell
-74,280
Closed -$4M – 74
2021
Q4 		$4M Buy
+74,280
New +$4.02M 1.63% 20

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
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 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
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Topel & Distasi Wealth Management's IGSB Position: Q1 2022 in Review

Topel & Distasi Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2022, closing a stake of 74,280 shares — an estimated $4M sold.

Topel & Distasi Wealth Management first reported a position in IGSB in Q4 2021 and held it in 1 quarter. The position peaked at $4M in Q4 2021. 925 funds tracked by Wall St. Rank hold IGSB as of Q1 2022.

  • Topel & Distasi Wealth Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Topel & Distasi Wealth Management sold 74,280 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $4M.
  • Topel & Distasi Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Topel & Distasi Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $4M 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 Topel & Distasi Wealth Management's 13F filing for Q1 2022, filed 21 Apr 2022.