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

BDO Wealth 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
2023
Q2 		$2.59M Sell
51,717
-847
-2% -$42.7K 0.3% 74
2023
Q1 		$2.66M Sell
52,564
-4,447
-8% -$223K 0.33% 67
2022
Q4 		$2.84M Sell
57,011
-11,072
-16% -$548K 0.35% 61
2022
Q3 		$3.35M Sell
68,083
-6,229
-8% -$314K 0.45% 41
2022
Q2 		$3.76M Sell
74,312
-1,440
-2% -$73.3K 0.46% 38
2022
Q1 		$3.92M Sell
75,752
-1,229
-2% -$64.8K 0.42% 46
2021
Q4 		$4.15M Sell
76,981
-2,906
-4% -$157K 0.44% 47
2021
Q3 		$4.37M Sell
79,887
-685
-0.9% -$37.5K 0.48% 40
2021
Q2 		$4.42M Buy
80,572
+167
+0.2% +$9.15K 0.49% 37
2021
Q1 		$4.4M Sell
80,405
-1,011
-1% -$55.5K 0.52% 35
2020
Q4 		$4.49M Sell
81,416
-1,162
-1% -$63.9K 0.63% 33
2020
Q3 		$4.53M Buy
82,578
+205
+0.2% +$11.3K 0.74% 29
2020
Q2 		$4.51M Sell
82,373
-2,575
-3% -$139K 0.79% 28
2020
Q1 		$4.45M Sell
84,948
-16,422
-16% -$874K 0.9% 23
2019
Q4 		$5.44M Sell
101,370
-28,967
-22% -$1.55M 1.4% 15
2019
Q3 		$7M Buy
130,337
+1,745
+1% +$93.4K 1.79% 11
2019
Q2 		$6.87M Buy
128,592
+7,517
+6% +$397K 1.87% 11
2019
Q1 		$6.39M Buy
121,075
+3,370
+3% +$176K 1.86% 11
2018
Q4 		$6.08M Sell
117,705
-42,725
-27% -$2.2M 2.09% 11
2018
Q3 		$8.31M Sell
160,430
-180
-0.1% -$9.33K 2.69% 8
2018
Q2 		$8.33M Sell
160,610
-4,400
-3% -$228K 2.84% 8
2018
Q1 		$8.56M Buy
165,010
+470
+0.3% +$24.5K 3.21% 8
2017
Q4 		$8.6M Buy
164,540
+30,600
+23% +$1.61M 3.86% 7
2017
Q3 		$7.05M Sell
133,940
-600
-0.4% -$31.6K 3.5% 7
2017
Q2 		$7.08M Buy
+134,540
New +$7.08M 3.09% 8

Other funds holding IGSB

JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 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
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

BDO Wealth Advisors's IGSB Position: Q2 2023 in Review

BDO Wealth Advisors reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1.6% in Q2 2023, selling an estimated $42.7K and leaving 51,717 shares worth $2.59M. The position accounts for 0.3% of the portfolio, ranked #74.

BDO Wealth Advisors first reported a position in IGSB in Q2 2017 and has held it in 25 quarters since. The position peaked at $8.6M in Q4 2017. 880 funds tracked by Wall St. Rank hold IGSB as of Q2 2023.

  • BDO Wealth Advisors held 51,717 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $2.59M as of Q2 2023.
  • BDO Wealth Advisors sold 847 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $42.7K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.3% of BDO Wealth Advisors's portfolio in Q2 2023, its #74 holding.
  • BDO Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $8.6M in Q4 2017.
  • 880 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.