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

WestHill Financial 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 Q3	–	Sell	-1,516	Closed	-$76.1K	–	117
2023 Q2	$76.1K	Hold	1,516	–	–	0.02%	81
2023 Q1	$76.6K	Hold	1,516	–	–	0.02%	79
2022 Q4	$75.5K	Hold	1,516	–	–	0.02%	78
2022 Q3	$75K	Hold	1,516	–	–	0.03%	72
2022 Q2	$77K	Hold	1,516	–	–	0.03%	76
2022 Q1	$78K	Hold	1,516	–	–	0.02%	85
2021 Q4	$82K	Hold	1,516	–	–	0.02%	87
2021 Q3	$83K	Buy	+1,516	New	+$83K	0.03%	73
2021 Q1	$83K	Hold	1,516	–	–	0.03%	63
2020 Q4	$84K	Buy	+1,516	New	+$83.3K	0.03%	65

Other funds holding IGSB

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

JHU

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

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

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

MMI

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

NYL Investors New York $265M AUM 3.93% 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

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

WestHill Financial Advisors's IGSB Position: Q3 2023 in Review

WestHill Financial Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2023, closing a stake of 1,516 shares — an estimated $76.1K sold.

WestHill Financial Advisors first reported a position in IGSB in Q4 2020 and held it in 10 quarters. The position peaked at $84K in Q4 2020. 872 funds tracked by Wall St. Rank hold IGSB as of Q3 2023.

WestHill Financial Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
WestHill Financial Advisors sold 1,516 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $76.1K.
WestHill Financial Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 10 quarters.
WestHill Financial Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $84K in Q4 2020.
872 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2023.

Based on WestHill Financial Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.