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

WT 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
2023 Q2	–	Sell	-13,296	Closed	-$672K	–	106
2023 Q1	$672K	Buy	13,296 +2,849	+27%	+$143K	0.29%	83
2022 Q4	$520K	Buy	+10,447	New	+$517K	0.25%	73
2019 Q4	–	Sell	-4,082	Closed	-$219K	–	92
2019 Q3	$219K	Buy	+4,082	New	+$218K	0.19%	80

Other funds holding IGSB

JHU

Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MMI

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

WT Wealth Management's IGSB Position: Q2 2023 in Review

WT Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2023, closing a stake of 13,296 shares — an estimated $672K sold.

WT Wealth Management first reported a position in IGSB in Q3 2019 and held it in 3 quarters. The position peaked at $672K in Q1 2023. 880 funds tracked by Wall St. Rank hold IGSB as of Q2 2023.

WT Wealth Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
WT Wealth Management sold 13,296 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $672K.
WT Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2019 and held it in 3 quarters.
WT Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $672K in Q1 2023.
880 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2023.

Based on WT Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.