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

tru Independence’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 Q2	–	Sell	-5,335	Closed	-$276K	–	194
2022 Q1	$276K	Buy	5,335 +155	+3%	+$8.17K	0.07%	127
2021 Q4	$279K	Hold	5,180	–	–	0.08%	123
2021 Q3	$282K	Buy	+5,180	New	+$284K	0.08%	122

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

MMI

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

JHU

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

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

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

tru Independence's IGSB Position: Q2 2022 in Review

tru Independence sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2022, closing a stake of 5,335 shares — an estimated $276K sold.

tru Independence first reported a position in IGSB in Q3 2021 and held it in 3 quarters. The position peaked at $282K in Q3 2021. 901 funds tracked by Wall St. Rank hold IGSB as of Q2 2022.

tru Independence reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
tru Independence sold 5,335 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $276K.
tru Independence first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2021 and held it in 3 quarters.
tru Independence's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $282K in Q3 2021.
901 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on tru Independence's 13F filing for Q2 2022, filed 4 Aug 2022.