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

WealthPlan Investment Management’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
-14,261
Closed -$716K – 497
2022
Q4 		$716K Sell
14,261
-634
-4% -$31.4K 0.05% 207
2022
Q3 		$747K Buy
+14,895
New +$752K 0.05% 190
2022
Q1 		$958K Buy
+18,825
New +$992K 0.07% 177

Other funds holding IGSB

Fidelity Investments
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
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WealthPlan Investment Management's IGSB Position: Q1 2023 in Review

WealthPlan Investment Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2023, closing a stake of 14,261 shares — an estimated $716K sold.

WealthPlan Investment Management first reported a position in IGSB in Q1 2022 and held it in 3 quarters. The position peaked at $958K in Q1 2022. 900 funds tracked by Wall St. Rank hold IGSB as of Q1 2023.

  • WealthPlan Investment Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 14,261 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $716K.
  • WealthPlan Investment Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $958K in Q1 2022.
  • 900 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.