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

Boston Financial 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
2024
Q4 		$44.7M Sell
863,658
-507
-0.1% -$26.4K 1.35% 18
2024
Q3 		$45.5M Buy
864,165
+54,713
+7% +$2.85M 1.36% 20
2024
Q2 		$41.5M Sell
809,452
-181,542
-18% -$9.26M 1.32% 20
2024
Q1 		$50.8M Buy
990,994
+18,487
+2% +$946K 1.62% 14
2023
Q4 		$49.9M Sell
972,507
-24,577
-2% -$1.23M 1.69% 12
2023
Q3 		$49.7M Buy
997,084
+17,309
+2% +$866K 1.86% 11
2023
Q2 		$49.2M Sell
979,775
-5,024
-0.5% -$253K 1.78% 12
2023
Q1 		$49.8M Buy
984,799
+49,158
+5% +$2.47M 1.95% 11
2022
Q4 		$46.6M Buy
935,641
+926,065
+9,671% +$45.8M 1.87% 14
2022
Q3 		$472K Buy
9,576
+1,150
+14% +$58K 0.02% 218
2022
Q2 		$426K Hold
8,426
– – 0.02% 218
2022
Q1 		$436K Hold
8,426
– – 0.02% 215
2021
Q4 		$454K Hold
8,426
– – 0.02% 198
2021
Q3 		$460K Hold
8,426
– – 0.02% 191
2021
Q2 		$462K Hold
8,426
– – 0.02% 188
2021
Q1 		$461K Hold
8,426
– – 0.02% 175
2020
Q4 		$465K Hold
8,426
– – 0.02% 172
2020
Q3 		$463K Hold
8,426
– – 0.02% 168
2020
Q2 		$461K Sell
8,426
-208
-2% -$11.2K 0.02% 168
2020
Q1 		$452K Sell
8,634
-417
-5% -$22.2K 0.03% 162
2019
Q4 		$485K Hold
9,051
– – 0.03% 172
2019
Q3 		$486K Hold
9,051
– – 0.03% 181
2019
Q2 		$484K Sell
9,051
-1,500
-14% -$79.3K 0.03% 183
2019
Q1 		$557K Hold
10,551
– – 0.03% 176
2018
Q4 		$545K Buy
10,551
+3,090
+41% +$159K 0.04% 173
2018
Q3 		$387K Buy
+7,461
New +$387K 0.02% 227
2017
Q4 		– Sell
-4,740
Closed -$250K – 267
2017
Q3 		$250K Sell
4,740
-400
-8% -$21.1K 0.02% 238
2017
Q2 		$271K Sell
5,140
-500
-9% -$26.3K 0.02% 238
2017
Q1 		$297K Sell
5,640
-474
-8% -$24.9K 0.02% 231
2016
Q4 		$321K Buy
+6,114
New +$322K 0.03% 228

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 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

Boston Financial Management's IGSB Position: Q4 2024 in Review

Boston Financial Management reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.06% in Q4 2024, selling an estimated $26.4K and leaving 863,658 shares worth $44.7M. The position accounts for 1.35% of the portfolio, ranked #18.

Boston Financial Management first reported a position in IGSB in Q4 2016 and has held it in 30 quarters since. The position peaked at $50.8M in Q1 2024. 955 funds tracked by Wall St. Rank hold IGSB as of Q4 2024.

  • Boston Financial Management held 863,658 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $44.7M as of Q4 2024.
  • Boston Financial Management sold 507 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $26.4K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.35% of Boston Financial Management's portfolio in Q4 2024, its #18 holding.
  • Boston Financial Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2016 and has held it in 30 quarters since.
  • Boston Financial Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $50.8M in Q1 2024.
  • 955 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.