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

Antonetti Capital 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 Q3	$24.9K	Sell	500 -100	-17%	-$5K	0.04%	140
2023 Q2	$30.1K	Hold	600	–	–	0.04%	132
2023 Q1	$30.3K	Hold	600	–	–	0.04%	137
2022 Q4	$29.9K	Hold	600	–	–	0.04%	137
2022 Q3	$30K	Hold	600	–	–	0.03%	126
2022 Q2	$30K	Hold	600	–	–	0.03%	134
2022 Q1	$31K	Buy	+600	New	+$31.6K	0.03%	159
2014 Q3	$951K	Sell	18,058 -23,934	-57%	-$1.26M	1.67%	23
2014 Q2	$2.22M	Buy	41,992 +880	+2%	+$46.4K	1.74%	22
2014 Q1	$2.17M	Buy	41,112 +11,874	+41%	+$626K	1.89%	20
2013 Q4	$1.54M	Buy	29,238 +2,518	+9%	+$133K	1.4%	22
2013 Q3	$1.41M	Buy	26,720 +7,234	+37%	+$380K	1.43%	20
2013 Q2	$1.02M	Buy	+19,486	New	+$1.03M	1.12%	20

Other funds holding IGSB

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

JHU

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Antonetti Capital Management's IGSB Position: Q3 2023 in Review

Antonetti Capital Management reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 17% in Q3 2023, selling an estimated $5K and leaving 500 shares worth $24.9K. The position accounts for 0.04% of the portfolio, ranked #140.

Antonetti Capital Management first reported a position in IGSB in Q2 2013 and has held it in 13 quarters since. The position peaked at $2.22M in Q2 2014. 872 funds tracked by Wall St. Rank hold IGSB as of Q3 2023.

Antonetti Capital Management held 500 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $24.9K as of Q3 2023.
Antonetti Capital Management sold 100 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $5K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.04% of Antonetti Capital Management's portfolio in Q3 2023, its #140 holding.
Antonetti Capital Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 13 quarters since.
Antonetti Capital Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.22M in Q2 2014.
872 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.