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

Boston Mountain Money 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
Q3 		$3.65M Sell
69,231
-769
-1% -$40K 2.12% 12
2024
Q2 		$3.59M Buy
70,000
+2,333
+3% +$119K 2.37% 10
2024
Q1 		$3.47M Buy
+67,667
New +$3.46M 2.38% 10

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
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

Boston Mountain Money Management's IGSB Position: Q3 2024 in Review

Boston Mountain Money Management reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1.1% in Q3 2024, selling an estimated $40K and leaving 69,231 shares worth $3.65M. The position accounts for 2.12% of the portfolio, ranked #12.

Boston Mountain Money Management first reported a position in IGSB in Q1 2024 and has held it in 3 quarters since. 890 funds tracked by Wall St. Rank hold IGSB as of Q3 2024.

  • Boston Mountain Money Management held 69,231 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $3.65M as of Q3 2024.
  • Boston Mountain Money Management sold 769 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $40K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 2.12% of Boston Mountain Money Management's portfolio in Q3 2024, its #12 holding.
  • Boston Mountain Money Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 3 quarters since.
  • 890 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Boston Mountain Money Management's 13F filing for Q3 2024, filed 11 Oct 2024.