Column Capital Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Column Capital Advisors’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	$474K	Hold	9,516	–	–	0.07%	86
2023 Q2	$477K	Hold	9,516	–	–	0.07%	87
2023 Q1	$481K	Hold	9,516	–	–	0.07%	80
2022 Q4	$474K	Buy	+9,516	New	+$471K	0.08%	72

Other funds holding IGSB

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

JHU

Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Column Capital Advisors's IGSB Position: Q3 2023 in Review

Column Capital Advisors held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q3 2023 at 9,516 shares worth $474K. The position accounts for 0.07% of the portfolio, ranked #86.

Column Capital Advisors first reported a position in IGSB in Q4 2022 and has held it in 4 quarters since. The position peaked at $481K in Q1 2023. 872 funds tracked by Wall St. Rank hold IGSB as of Q3 2023.

Column Capital Advisors held 9,516 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $474K as of Q3 2023.
Column Capital Advisors left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q3 2023.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.07% of Column Capital Advisors's portfolio in Q3 2023, its #86 holding.
Column Capital Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 4 quarters since.
Column Capital Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $481K in Q1 2023.
872 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.