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Center for Financial Planning’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Center for Financial Planning’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
2023
Q3 		– Sell
-600
Closed -$30.1K – 548
2023
Q2 		$30.1K Buy
+600
New +$30.2K 0.01% 283
2020
Q2 		– Sell
-409
Closed -$21K – 509
2020
Q1 		$21K Buy
+409
New +$21.8K 0.01% 252

Other funds holding IGSB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Center for Financial Planning's IGSB Position: Q3 2023 in Review

Center for Financial Planning sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2023, closing a stake of 600 shares — an estimated $30.1K sold.

Center for Financial Planning first reported a position in IGSB in Q1 2020 and held it in 2 quarters. The position peaked at $30.1K in Q2 2023. 872 funds tracked by Wall St. Rank hold IGSB as of Q3 2023.

  • Center for Financial Planning reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Center for Financial Planning sold 600 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $30.1K.
  • Center for Financial Planning first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2020 and held it in 2 quarters.
  • Center for Financial Planning's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $30.1K in Q2 2023.
  • 872 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Center for Financial Planning's 13F filing for Q3 2023, filed 24 Oct 2023.