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

Twelve Points 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
-5,912
Closed -$319K – 182
2021
Q4 		$319K Buy
+5,912
New +$320K 0.26% 126

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

Twelve Points Wealth Management's IGSB Position: Q1 2022 in Review

Twelve Points Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2022, closing a stake of 5,912 shares — an estimated $319K sold.

Twelve Points Wealth Management first reported a position in IGSB in Q4 2021 and held it in 1 quarter. The position peaked at $319K in Q4 2021. 925 funds tracked by Wall St. Rank hold IGSB as of Q1 2022.

  • Twelve Points 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.
  • Twelve Points Wealth Management sold 5,912 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $319K.
  • Twelve Points 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.
  • Twelve Points Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $319K 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 Twelve Points Wealth Management's 13F filing for Q1 2022, filed 11 May 2022.