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

Windsor Wealth 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
2022 Q2	–	Sell	-4,628	Closed	-$237K	–	192
2022 Q1	$237K	Buy	4,628 +74	+2%	+$3.9K	0.04%	212
2021 Q4	$245K	Buy	4,554 +143	+3%	+$7.74K	0.04%	211
2021 Q3	$241K	Buy	4,411 +411	+10%	+$22.5K	0.05%	197
2021 Q2	$219K	Buy	+4,000	New	+$219K	0.05%	203

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

Windsor Wealth Management's IGSB Position: Q2 2022 in Review

Windsor Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2022, closing a stake of 4,628 shares — an estimated $237K sold.

Windsor Wealth Management first reported a position in IGSB in Q2 2021 and held it in 4 quarters. The position peaked at $245K in Q4 2021. 901 funds tracked by Wall St. Rank hold IGSB as of Q2 2022.

Windsor Wealth Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Windsor Wealth Management sold 4,628 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $237K.
Windsor Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2021 and held it in 4 quarters.
Windsor Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $245K in Q4 2021.
901 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Windsor Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.