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

Azimuth Capital Investment 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	–	Sell	-4,000	Closed	-$201K	–	300
2023 Q2	$201K	Hold	4,000	–	–	0.01%	300
2023 Q1	$202K	Buy	+4,000	New	+$201K	0.01%	301
2022 Q3	–	Sell	-4,000	Closed	-$202K	–	305
2022 Q2	$202K	Buy	+4,000	New	+$204K	0.01%	301

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

Azimuth Capital Investment Management's IGSB Position: Q3 2023 in Review

Azimuth Capital Investment Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2023, closing a stake of 4,000 shares — an estimated $201K sold.

Azimuth Capital Investment Management first reported a position in IGSB in Q2 2022 and held it in 3 quarters. The position peaked at $202K in Q1 2023. 873 funds tracked by Wall St. Rank hold IGSB as of Q3 2023.

Azimuth Capital Investment Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Azimuth Capital Investment Management sold 4,000 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $201K.
Azimuth Capital Investment Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2022 and held it in 3 quarters.
Azimuth Capital Investment Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $202K in Q1 2023.
873 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2023.

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