Traverso Chambers Private Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Traverso Chambers Private 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 Q4	–	Sell	-9,934	Closed	-$490K	–	109
2022 Q3	$490K	Hold	9,934	–	–	0.15%	71
2022 Q2	$502K	Sell	9,934 -1,990	-17%	-$101K	0.17%	68
2022 Q1	$617K	Sell	11,924 -286	-2%	-$15.1K	0.18%	64
2021 Q4	$658K	Sell	12,210 -500	-4%	-$27.1K	0.2%	63
2021 Q3	$694K	Sell	12,710 -74	-0.6%	-$4.05K	0.22%	57
2021 Q2	$701K	Hold	12,784	–	–	0.22%	57
2021 Q1	$699K	Sell	12,784 -314	-2%	-$17.2K	0.24%	53
2020 Q4	$723K	Sell	13,098 -180	-1%	-$9.9K	0.26%	49
2020 Q3	$729K	Sell	13,278 -137	-1%	-$7.53K	0.28%	44
2020 Q2	$734K	Sell	13,415 -241	-2%	-$13K	0.31%	43
2020 Q1	$715K	Hold	13,656	–	–	0.34%	40
2019 Q4	$732K	Sell	13,656 -131	-1%	-$7.03K	0.31%	44
2019 Q3	$740K	Hold	13,787	–	–	0.35%	39
2019 Q2	$735K	Sell	13,787 -225	-2%	-$11.9K	0.36%	40
2019 Q1	$740K	Hold	14,012	–	–	0.36%	41
2018 Q4	$724K	Buy	+14,012	New	+$722K	0.39%	38

Other funds holding IGSB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JHU

Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MMI

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Traverso Chambers Private Wealth Management's IGSB Position: Q4 2022 in Review

Traverso Chambers Private Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2022, closing a stake of 9,934 shares — an estimated $490K sold.

Traverso Chambers Private Wealth Management first reported a position in IGSB in Q4 2018 and held it in 16 quarters. The position peaked at $740K in Q3 2019. 922 funds tracked by Wall St. Rank hold IGSB as of Q4 2022.

Traverso Chambers Private Wealth Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Traverso Chambers Private Wealth Management sold 9,934 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $490K.
Traverso Chambers Private Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2018 and held it in 16 quarters.
Traverso Chambers Private Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $740K in Q3 2019.
922 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2022, filed 30 Jan 2023.