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

Zullo Investment 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
2023 Q1	–	Sell	-545	Closed	-$27.2K	–	415
2022 Q4	$27.2K	Hold	545	–	–	0.02%	351
2022 Q3	$27K	Sell	545 -6	-1%	-$303	0.02%	347
2022 Q2	$28K	Sell	551 -131	-19%	-$6.67K	0.02%	351
2022 Q1	$35K	Sell	682 -492	-42%	-$25.9K	0.02%	347
2021 Q4	$63K	Buy	+1,174	New	+$63.6K	0.03%	277

Other funds holding IGSB

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Zullo Investment Group's IGSB Position: Q1 2023 in Review

Zullo Investment Group sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2023, closing a stake of 545 shares — an estimated $27.2K sold.

Zullo Investment Group first reported a position in IGSB in Q4 2021 and held it in 5 quarters. The position peaked at $63K in Q4 2021. 900 funds tracked by Wall St. Rank hold IGSB as of Q1 2023.

Zullo Investment Group reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Zullo Investment Group sold 545 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $27.2K.
Zullo Investment Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and held it in 5 quarters.
Zullo Investment Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $63K in Q4 2021.
900 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.