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Center For Asset Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Center For Asset 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 		– Sell
-10,134
Closed -$519K – 125
2024
Q2 		$519K Sell
10,134
-35,700
-78% -$1.82M 0.34% 66
2024
Q1 		$2.35M Buy
45,834
+6,598
+17% +$338K 1.92% 12
2023
Q4 		$2.01M Buy
39,236
+3,081
+9% +$155K 1.83% 13
2023
Q3 		$1.8M Sell
36,155
-1,262
-3% -$63.1K 1.8% 13
2023
Q2 		$1.88M Sell
37,417
-19,769
-35% -$996K 1.77% 14
2023
Q1 		$2.89M Sell
57,186
-80,320
-58% -$4.03M 2.83% 8
2022
Q4 		$6.85M Buy
137,506
+88,087
+178% +$4.36M 6.38% 1
2022
Q3 		$2.44M Buy
49,419
+40,117
+431% +$2.02M 2.42% 10
2022
Q2 		$470K Sell
9,302
-26,218
-74% -$1.33M 0.44% 57
2022
Q1 		$1.84M Buy
35,520
+19,697
+124% +$1.04M 1.42% 20
2021
Q4 		$853K Buy
+15,823
New +$857K 0.63% 37
2021
Q2 		– Sell
-13,982
Closed -$765K – 101
2021
Q1 		$765K Buy
13,982
+453
+3% +$24.9K 0.73% 37
2020
Q4 		$746K Buy
+13,529
New +$744K 0.74% 37

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 $5.29B AUM 8.96% 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

Center For Asset Management's IGSB Position: Q3 2024 in Review

Center For Asset Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2024, closing a stake of 10,134 shares — an estimated $519K sold.

Center For Asset Management first reported a position in IGSB in Q4 2020 and held it in 13 quarters. The position peaked at $6.85M in Q4 2022. 891 funds tracked by Wall St. Rank hold IGSB as of Q3 2024.

  • Center For Asset Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Center For Asset Management sold 10,134 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $519K.
  • Center For Asset Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 13 quarters.
  • Center For Asset Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $6.85M in Q4 2022.
  • 891 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Center For Asset Management's 13F filing for Q3 2024, filed 25 Oct 2024.