CFS Investment Advisory Services’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

CFS Investment Advisory Services’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	-4,654	Closed	-$245K	–	303
2024 Q3	$245K	Sell	4,654 -327	-7%	-$17K	0.02%	272
2024 Q2	$255K	Buy	+4,981	New	+$254K	0.02%	233
2023 Q3	–	Sell	-4,154	Closed	-$208K	–	193
2023 Q2	$208K	Buy	+4,154	New	+$209K	0.03%	232
2022 Q2	–	Sell	-267,082	Closed	-$5K	–	361
2022 Q1	$5K	Buy	+267,082	New	+$14.1M	0.02%	206
2021 Q4	–	Sell	-10,502	Closed	-$574K	–	219
2021 Q3	$574K	Buy	+10,502	New	+$575K	0.08%	151
2020 Q4	$11.1M	Buy	+200,674	New	+$11M	1.76%	11

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

CFS Investment Advisory Services's IGSB Position: Q4 2024 in Review

CFS Investment Advisory Services sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2024, closing a stake of 4,654 shares — an estimated $245K sold.

CFS Investment Advisory Services first reported a position in IGSB in Q4 2020 and held it in 6 quarters. The position peaked at $11.1M in Q4 2020. 955 funds tracked by Wall St. Rank hold IGSB as of Q4 2024.

CFS Investment Advisory Services reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
CFS Investment Advisory Services sold 4,654 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $245K.
CFS Investment Advisory Services first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 6 quarters.
CFS Investment Advisory Services's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $11.1M in Q4 2020.
955 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on CFS Investment Advisory Services's 13F filing for Q4 2024, filed 21 Jan 2025.