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

Wealth Architects’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
2021 Q4	–	Sell	-4,926	Closed	-$269K	–	205
2021 Q3	$269K	Hold	4,926	–	–	0.05%	148
2021 Q2	$270K	Hold	4,926	–	–	0.05%	143
2021 Q1	$269K	Hold	4,926	–	–	0.06%	129
2020 Q4	$272K	Hold	4,926	–	–	0.06%	121
2020 Q3	$270K	Buy	+4,926	New	+$271K	0.07%	115

Other funds holding IGSB

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

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

MMI

Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

MYLI

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

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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Wealth Architects's IGSB Position: Q4 2021 in Review

Wealth Architects sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2021, closing a stake of 4,926 shares — an estimated $269K sold.

Wealth Architects first reported a position in IGSB in Q3 2020 and held it in 5 quarters. The position peaked at $272K in Q4 2020. 945 funds tracked by Wall St. Rank hold IGSB as of Q4 2021.

Wealth Architects reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Wealth Architects sold 4,926 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $269K.
Wealth Architects first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2020 and held it in 5 quarters.
Wealth Architects's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $272K in Q4 2020.
945 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Wealth Architects's 13F filing for Q4 2021, filed 19 Jan 2022.