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V Wealth Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

V Wealth Advisors’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
Q3 		– Sell
-6,242
Closed -$316K – 392
2022
Q2 		$316K Sell
6,242
-776
-11% -$39.5K 0.06% 298
2022
Q1 		$363K Sell
7,018
-3,984
-36% -$210K 0.06% 299
2021
Q4 		$592K Sell
11,002
-1,427
-11% -$77.3K 0.09% 228
2021
Q3 		$679K Sell
12,429
-3,575
-22% -$196K 0.11% 204
2021
Q2 		$878K Buy
16,004
+1,498
+10% +$82.1K 0.14% 168
2021
Q1 		$793K Buy
14,506
+2,548
+21% +$140K 0.15% 176
2020
Q4 		$660K Buy
11,958
+7,762
+185% +$427K 0.14% 174
2020
Q3 		$230K Sell
4,196
-8,594
-67% -$472K 0.16% 150
2020
Q2 		$700K Buy
12,790
+2,342
+22% +$126K 0.18% 141
2020
Q1 		$547K Buy
10,448
+275
+3% +$14.6K 0.17% 137
2019
Q4 		$546K Hold
10,173
– – 0.2% 125
2019
Q3 		$546K Buy
10,173
+3,815
+60% +$204K 0.2% 125
2019
Q2 		$341K Buy
6,358
+1,854
+41% +$98K 0.13% 175
2019
Q1 		$239K Hold
4,504
– – 0.1% 212
2018
Q4 		$233K Sell
4,504
-970
-18% -$50K 0.12% 185
2018
Q3 		$283K Sell
5,474
-376
-6% -$19.5K 0.13% 173
2018
Q2 		$302K Sell
5,850
-648
-10% -$33.6K 0.17% 147
2018
Q1 		$335K Sell
6,498
-2,432
-27% -$127K 0.18% 136
2017
Q4 		$466K Buy
8,930
+330
+4% +$17.3K 0.23% 109
2017
Q3 		$453K Hold
8,600
– – 0.23% 102
2017
Q2 		$453K Sell
8,600
-1,440
-14% -$75.8K 0.21% 98
2017
Q1 		$529K Sell
10,040
-554
-5% -$29.1K 0.32% 82
2016
Q4 		$556K Sell
10,594
-860
-8% -$45.2K 0.41% 75
2016
Q3 		$608K Buy
11,454
+1,584
+16% +$83.8K 0.49% 64
2016
Q2 		$526K Sell
9,870
-1,694
-15% -$89.4K 0.43% 75
2016
Q1 		$610K Buy
+11,564
New +$606K 0.49% 64

Other funds holding IGSB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
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
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

V Wealth Advisors's IGSB Position: Q3 2022 in Review

V Wealth Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2022, closing a stake of 6,242 shares — an estimated $316K sold.

V Wealth Advisors first reported a position in IGSB in Q1 2016 and held it in 26 quarters. The position peaked at $878K in Q2 2021. 870 funds tracked by Wall St. Rank hold IGSB as of Q3 2022.

  • V Wealth Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • V Wealth Advisors sold 6,242 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $316K.
  • V Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2016 and held it in 26 quarters.
  • V Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $878K in Q2 2021.
  • 870 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on V Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.