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CCA
Checchi Capital Advisers’s
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
Stock Holding History
Checchi Capital Advisers’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
2026
Q1
$1.66M
Sell
31,660
-8,668
-21%
-$458K
0.11%
150
2025
Q4
$2.13M
Sell
40,328
-256
-0.6%
-$13.6K
0.15%
117
2025
Q3
$2.15M
Buy
40,584
+355
+0.9%
+$18.7K
0.15%
116
2025
Q2
$2.12M
Sell
40,229
-4,600
-10%
-$240K
0.15%
118
2025
Q1
$2.35M
Sell
44,829
-3,535
-7%
-$184K
0.17%
115
2024
Q4
$2.5M
Buy
48,364
+4,239
+10%
+$220K
0.19%
107
2024
Q3
$2.32M
Sell
44,125
-98
-0.2%
-$5.1K
0.17%
111
2024
Q2
$2.27M
Sell
44,223
-21,235
-32%
-$1.08M
0.18%
104
2024
Q1
$3.36M
Sell
65,458
-874
-1%
-$44.7K
0.26%
84
2023
Q4
$3.4M
Buy
66,332
+22,670
+52%
+$1.14M
0.28%
77
2023
Q3
$2.18M
Buy
43,662
+34,425
+373%
+$1.72M
0.2%
94
2023
Q2
$463K
Sell
9,237
-2,576
-22%
-$130K
0.04%
306
2023
Q1
$597K
Sell
11,813
-7,743
-40%
-$389K
0.06%
246
2022
Q4
$974K
Sell
19,556
-61,479
-76%
-$3.04M
0.1%
165
2022
Q3
$3.99M
Sell
81,035
-58,781
-42%
-$2.97M
0.44%
63
2022
Q2
$7.17M
Buy
+139,816
New
+$7.12M
0.71%
37
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$757B AUM
28.64%
1-Year Est. Return
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$3.26B AUM
12.5%
1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
EWA
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$20.3B AUM
Ameriprise
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$431B AUM
30.22%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
B
Barings
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$6.19B AUM
16.5%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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