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

Buckingham Strategic 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 Q2	–	Sell	-5,379	Closed	-$276K	–	823
2024 Q1	$276K	Buy	5,379 +352	+7%	+$18K	﹤0.01%	613
2023 Q4	$258K	Buy	+5,027	New	+$252K	﹤0.01%	611
2022 Q3	–	Sell	-8,838	Closed	-$447K	–	623
2022 Q2	$447K	Buy	+8,838	New	+$450K	0.01%	389
2020 Q2	–	Sell	-6,130	Closed	-$321K	–	438
2020 Q1	$321K	Sell	6,130 -150	-2%	-$7.98K	0.03%	330
2019 Q4	$337K	Sell	6,280 -800	-11%	-$42.9K	0.03%	330
2019 Q3	$380K	Sell	7,080 -3,150	-31%	-$169K	0.04%	277
2019 Q2	$547K	Sell	10,230 -13,617	-57%	-$720K	0.06%	233
2019 Q1	$1.26M	Buy	+23,847	New	+$1.24M	0.16%	116

Other funds holding IGSB

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 $3.26B AUM 12.5% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Buckingham Strategic Wealth's IGSB Position: Q2 2024 in Review

Buckingham Strategic Wealth sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2024, closing a stake of 5,379 shares — an estimated $276K sold.

Buckingham Strategic Wealth first reported a position in IGSB in Q1 2019 and held it in 8 quarters. The position peaked at $1.26M in Q1 2019. 876 funds tracked by Wall St. Rank hold IGSB as of Q2 2024.

Buckingham Strategic Wealth reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Buckingham Strategic Wealth sold 5,379 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $276K.
Buckingham Strategic Wealth first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2019 and held it in 8 quarters.
Buckingham Strategic Wealth's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.26M in Q1 2019.
876 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.