Caliber Wealth Management (Utah)’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Caliber Wealth Management (Utah)’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	$2.62M	Buy	+51,006	New	+$2.61M	1.39%	29
2021 Q4	–	Sell	-47,485	Closed	-$2.58M	–	71
2021 Q3	$2.58M	Buy	47,485 +672	+1%	+$36.8K	1.82%	9
2021 Q2	$2.57M	Buy	+46,813	New	+$2.56M	1.82%	9

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 $3.59B AUM 16.37% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Caliber Wealth Management (Utah)'s IGSB Position: Q1 2024 in Review

Caliber Wealth Management (Utah) opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2024: 51,006 shares worth $2.62M. The stake represents 1.39% of the portfolio and ranks #29 among its holdings. This is a return to the name: Caliber Wealth Management (Utah) previously reported a position in IGSB as recently as Q3 2021.

Caliber Wealth Management (Utah) first reported a position in IGSB in Q2 2021 and has held it in 3 quarters since. 887 funds tracked by Wall St. Rank hold IGSB as of Q1 2024.

Caliber Wealth Management (Utah) held 51,006 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $2.62M as of Q1 2024.
iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Caliber Wealth Management (Utah) position in Q1 2024.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.39% of Caliber Wealth Management (Utah)'s portfolio in Q1 2024, its #29 holding.
Caliber Wealth Management (Utah) first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2021 and has held it in 3 quarters since.
887 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2024, filed 25 Apr 2024.