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

Vickerman Investment 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
2023 Q1	–	Sell	-11,516	Closed	-$574K	–	72
2022 Q4	$574K	Sell	11,516 -50,708	-81%	-$2.51M	0.26%	59
2022 Q3	$3.07M	Sell	62,224 -33,853	-35%	-$1.71M	1.48%	20
2022 Q2	$4.86M	Sell	96,077 -73,023	-43%	-$3.72M	2.3%	11
2022 Q1	$8.59M	Sell	169,100 -23,014	-12%	-$1.21M	3.81%	5
2021 Q4	$10.4M	Buy	192,114 +22,293	+13%	+$1.21M	4.18%	5
2021 Q3	$9.28M	Buy	+169,821	New	+$9.3M	3.71%	8

Other funds holding IGSB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JHU

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MMI

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Vickerman Investment Advisors's IGSB Position: Q1 2023 in Review

Vickerman Investment Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2023, closing a stake of 11,516 shares — an estimated $574K sold.

Vickerman Investment Advisors first reported a position in IGSB in Q3 2021 and held it in 6 quarters. The position peaked at $10.4M in Q4 2021. 900 funds tracked by Wall St. Rank hold IGSB as of Q1 2023.

Vickerman Investment Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Vickerman Investment Advisors sold 11,516 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $574K.
Vickerman Investment Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2021 and held it in 6 quarters.
Vickerman Investment Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $10.4M in Q4 2021.
900 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Vickerman Investment Advisors's 13F filing for Q1 2023, filed 4 May 2023.