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

CarsonAllaria Wealth 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
Q2 		– Sell
-57
Closed -$2.92K – 393
2024
Q1 		$2.92K Buy
+57
New +$2.92K ﹤0.01% 319

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

CarsonAllaria Wealth Management's IGSB Position: Q2 2024 in Review

CarsonAllaria Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2024, closing a stake of 57 shares — an estimated $2.92K sold.

CarsonAllaria Wealth Management first reported a position in IGSB in Q1 2024 and held it in 1 quarter. The position peaked at $2.92K in Q1 2024. 876 funds tracked by Wall St. Rank hold IGSB as of Q2 2024.

  • CarsonAllaria Wealth Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 57 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $2.92K.
  • CarsonAllaria Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2024 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.92K in Q1 2024.
  • 876 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.