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

Wealth Dimensions Group’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 Q2	–	Sell	-3,910	Closed	-$202K	–	131
2022 Q1	$202K	Hold	3,910	–	–	0.09%	128
2021 Q4	$211K	Hold	3,910	–	–	0.1%	126
2021 Q3	$214K	Hold	3,910	–	–	0.14%	120
2021 Q2	$214K	Hold	3,910	–	–	0.15%	112
2021 Q1	$214K	Hold	3,910	–	–	0.17%	109
2020 Q4	$216K	Buy	+3,910	New	+$215K	0.19%	99

Other funds holding IGSB

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

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

JHU

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

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

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

MYLI

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

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

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

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

Wealth Dimensions Group's IGSB Position: Q2 2022 in Review

Wealth Dimensions Group sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2022, closing a stake of 3,910 shares — an estimated $202K sold.

Wealth Dimensions Group first reported a position in IGSB in Q4 2020 and held it in 6 quarters. The position peaked at $216K in Q4 2020. 901 funds tracked by Wall St. Rank hold IGSB as of Q2 2022.

Wealth Dimensions Group reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Wealth Dimensions Group sold 3,910 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $202K.
Wealth Dimensions Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 6 quarters.
Wealth Dimensions Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $216K in Q4 2020.
901 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Wealth Dimensions Group's 13F filing for Q2 2022, filed 5 Aug 2022.