9258 Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

9258 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 Q4	–	Sell	-4,153	Closed	-$207K	–	325
2023 Q3	$207K	Hold	4,153	–	–	0.04%	301
2023 Q2	$208K	Sell	4,153 -384	-8%	-$19.3K	0.04%	301
2023 Q1	$229K	Sell	4,537 -202	-4%	-$10.1K	0.05%	288
2022 Q4	$236K	Sell	4,739 -299	-6%	-$14.8K	0.05%	279
2022 Q3	$248K	Sell	5,038 -590	-10%	-$29.8K	0.06%	270
2022 Q2	$284K	Sell	5,628 -718	-11%	-$36.6K	0.07%	256
2022 Q1	$328K	Buy	6,346 +2,602	+69%	+$137K	0.08%	260
2021 Q4	$202K	Sell	3,744 -38	-1%	-$2.06K	0.05%	350
2021 Q3	$207K	Buy	+3,782	New	+$207K	0.06%	325

Other funds holding IGSB

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 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

JHU

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 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

9258 Wealth Management's IGSB Position: Q4 2023 in Review

9258 Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2023, closing a stake of 4,153 shares — an estimated $207K sold.

9258 Wealth Management first reported a position in IGSB in Q3 2021 and held it in 9 quarters. The position peaked at $328K in Q1 2022. 914 funds tracked by Wall St. Rank hold IGSB as of Q4 2023.

9258 Wealth Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
9258 Wealth Management sold 4,153 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $207K.
9258 Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2021 and held it in 9 quarters.
9258 Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $328K in Q1 2022.
914 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2023.

Based on 9258 Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.