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

Alera Investment 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
2024
Q3 		$691K Buy
13,127
+925
+8% +$48.1K 0.08% 101
2024
Q2 		$625K Buy
+12,202
New +$622K 0.08% 105
2019
Q2 		– Sell
-2,352
Closed -$124K – 508
2019
Q1 		$124K Sell
2,352
-18,713
-89% -$977K 0.06% 93
2018
Q4 		$1.09M Buy
+21,065
New +$1.09M 0.66% 27

Other funds holding IGSB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
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
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Alera Investment Advisors's IGSB Position: Q3 2024 in Review

Alera Investment Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 7.6% in Q3 2024, buying an estimated $48.1K and bringing the position to 13,127 shares worth $691K. The position accounts for 0.08% of the portfolio, ranked #101.

Alera Investment Advisors first reported a position in IGSB in Q4 2018 and has held it in 4 quarters since. The position peaked at $1.09M in Q4 2018. 890 funds tracked by Wall St. Rank hold IGSB as of Q3 2024.

  • Alera Investment Advisors held 13,127 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $691K as of Q3 2024.
  • Alera Investment Advisors bought 925 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $48.1K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.08% of Alera Investment Advisors's portfolio in Q3 2024, its #101 holding.
  • Alera Investment Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 4 quarters since.
  • Alera Investment Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.09M in Q4 2018.
  • 890 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.