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

Veracity Capital’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	-6,647	Closed	-$358K	–	244
2021 Q4	$358K	Sell	6,647 -9,794	-60%	-$530K	0.14%	155
2021 Q3	$898K	Sell	16,441 -5,548	-25%	-$304K	0.39%	70
2021 Q2	$1.21M	Buy	21,989 +810	+4%	+$44.4K	0.28%	74
2021 Q1	$1.16M	Buy	21,179 +4,022	+23%	+$221K	0.53%	50
2020 Q4	$947K	Buy	17,157 +377	+2%	+$20.7K	0.49%	63
2020 Q3	$921K	Buy	16,780 +535	+3%	+$29.4K	0.52%	66
2020 Q2	$889K	Buy	+16,245	New	+$875K	0.51%	54
2020 Q1	–	Sell	-6,921	Closed	-$371K	–	252
2019 Q4	$371K	Buy	+6,921	New	+$371K	0.1%	157

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

MMI

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

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

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

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

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

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

Veracity Capital's IGSB Position: Q1 2022 in Review

Veracity Capital sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2022, closing a stake of 6,647 shares — an estimated $358K sold.

Veracity Capital first reported a position in IGSB in Q4 2019 and held it in 8 quarters. The position peaked at $1.21M in Q2 2021. 924 funds tracked by Wall St. Rank hold IGSB as of Q1 2022.

Veracity Capital reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Veracity Capital sold 6,647 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $358K.
Veracity Capital first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 8 quarters.
Veracity Capital's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.21M in Q2 2021.
924 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Veracity Capital's 13F filing for Q1 2022, filed 18 Apr 2022.