Capasso Planning Partners’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Capasso Planning Partners’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	–	Sell	-6,105	Closed	-$322K	–	123
2024 Q3	$322K	Hold	6,105	–	–	0.09%	119
2024 Q2	$313K	Hold	6,105	–	–	0.1%	114
2024 Q1	$313K	Hold	6,105	–	–	0.13%	86
2023 Q4	$313K	Sell	6,105 -2,944	-33%	-$148K	0.15%	82
2023 Q3	$451K	Sell	9,049 -4,578	-34%	-$229K	0.24%	56
2023 Q2	$684K	Sell	13,627 -3,199	-19%	-$161K	0.37%	47
2023 Q1	$850K	Sell	16,826 -1,496	-8%	-$75.1K	0.5%	38
2022 Q4	$913K	Sell	18,322 -706	-4%	-$35K	0.58%	36
2022 Q3	$938K	Buy	+19,028	New	+$960K	0.65%	36

Other funds holding IGSB

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

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

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

Capasso Planning Partners's IGSB Position: Q4 2024 in Review

Capasso Planning Partners sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2024, closing a stake of 6,105 shares — an estimated $322K sold.

Capasso Planning Partners first reported a position in IGSB in Q3 2022 and held it in 9 quarters. The position peaked at $938K in Q3 2022. 955 funds tracked by Wall St. Rank hold IGSB as of Q4 2024.

Capasso Planning Partners reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Capasso Planning Partners sold 6,105 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $322K.
Capasso Planning Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2022 and held it in 9 quarters.
Capasso Planning Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $938K in Q3 2022.
955 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Capasso Planning Partners's 13F filing for Q4 2024, filed 10 Feb 2025.