Coombe, Bender & Co’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Coombe, Bender & Co’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 Q2	$167K	Hold	3,259	–	–	0.1%	75
2024 Q1	$167K	Sell	3,259 -575	-15%	-$29.4K	0.1%	69
2023 Q4	$197K	Buy	+3,834	New	+$193K	0.12%	76
2023 Q2	–	Sell	-3,471	Closed	-$175K	–	79
2023 Q1	$175K	Buy	3,471 +616	+22%	+$30.9K	0.14%	74
2022 Q4	$142K	Buy	+2,855	New	+$141K	0.13%	71

Other funds holding IGSB

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return