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

Bison 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
Q3 		– Sell
-4,618
Closed -$237K – 443
2024
Q2 		$237K Hold
4,618
– – 0.04% 371
2024
Q1 		$237K Buy
+4,618
New +$236K 0.04% 371
2022
Q3 		– Sell
-64
Closed -$3K – 280
2022
Q2 		$3K Sell
64
-266
-81% -$13.5K ﹤0.01% 308
2022
Q1 		$17K Sell
330
-48
-13% -$2.53K 0.01% 311
2021
Q4 		$20K Sell
378
-513
-58% -$27.8K 0.01% 286
2021
Q3 		$49K Sell
891
-62
-7% -$3.4K 0.02% 318
2021
Q2 		$52K Buy
953
+62
+7% +$3.4K 0.02% 314
2021
Q1 		$49K Hold
891
– – 0.02% 322
2020
Q4 		$49K Buy
891
+196
+28% +$10.8K 0.02% 295
2020
Q3 		$38K Buy
695
+61
+10% +$3.35K 0.02% 261
2020
Q2 		$35K Sell
634
-32
-5% -$1.72K 0.02% 265
2020
Q1 		$35K Hold
666
– – 0.03% 254
2019
Q4 		$36K Buy
+666
New +$35.7K 0.02% 307

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 $5.29B AUM 8.96% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Bison Wealth's IGSB Position: Q3 2024 in Review

Bison Wealth sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2024, closing a stake of 4,618 shares — an estimated $237K sold.

Bison Wealth first reported a position in IGSB in Q4 2019 and held it in 13 quarters. The position peaked at $237K in Q2 2024. 891 funds tracked by Wall St. Rank hold IGSB as of Q3 2024.

  • Bison Wealth reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Bison Wealth sold 4,618 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $237K.
  • Bison Wealth first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 13 quarters.
  • Bison Wealth's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $237K in Q2 2024.
  • 891 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Bison Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.