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

Baker Tilly 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
Q3 		– Sell
-6,881
Closed -$345K – 512
2023
Q2 		$345K Buy
6,881
+69
+1% +$3.48K 0.04% 434
2023
Q1 		$344K Sell
6,812
-631
-8% -$31.7K 0.04% 423
2022
Q4 		$371K Sell
7,443
-2,115
-22% -$105K 0.05% 396
2022
Q3 		$471K Buy
9,558
+2,947
+45% +$149K 0.06% 303
2022
Q2 		$334K Sell
6,611
-693
-9% -$35.3K 0.04% 397
2022
Q1 		$378K Sell
7,304
-1,008
-12% -$53.1K 0.04% 399
2021
Q4 		$448K Buy
8,312
+1,224
+17% +$66.3K 0.05% 375
2021
Q3 		$387K Sell
7,088
-2,702
-28% -$148K 0.05% 370
2021
Q2 		$537K Sell
9,790
-6,337
-39% -$347K 0.09% 264
2021
Q1 		$882K Buy
16,127
+1,021
+7% +$56.1K 0.18% 137
2020
Q4 		$833K Buy
+15,106
New +$830K 0.26% 97

Other funds holding IGSB

Charles Schwab
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
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
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Baker Tilly Wealth Management's IGSB Position: Q3 2023 in Review

Baker Tilly Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2023, closing a stake of 6,881 shares — an estimated $345K sold.

Baker Tilly Wealth Management first reported a position in IGSB in Q4 2020 and held it in 11 quarters. The position peaked at $882K in Q1 2021. 872 funds tracked by Wall St. Rank hold IGSB as of Q3 2023.

  • Baker Tilly Wealth Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 6,881 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $345K.
  • Baker Tilly Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 11 quarters.
  • Baker Tilly Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $882K in Q1 2021.
  • 872 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.