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Beverly Hills Private Wealth’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Beverly Hills Private Wealth’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
Q1 		– Sell
-11,937
Closed -$612K – 371
2023
Q4 		$612K Buy
+11,937
New +$599K 0.16% 138

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

Beverly Hills Private Wealth's IGSB Position: Q1 2024 in Review

Beverly Hills Private Wealth sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2024, closing a stake of 11,937 shares — an estimated $612K sold.

Beverly Hills Private Wealth first reported a position in IGSB in Q4 2023 and held it in 1 quarter. The position peaked at $612K in Q4 2023. 887 funds tracked by Wall St. Rank hold IGSB as of Q1 2024.

  • Beverly Hills Private Wealth reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 11,937 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $612K.
  • Beverly Hills Private Wealth first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Beverly Hills Private Wealth's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $612K in Q4 2023.
  • 887 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2024, filed 9 May 2024.