CBC
IGSB icon

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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Coombe, Bender & Co's IGSB Position: Q2 2024 in Review

Coombe, Bender & Co held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2024 at 3,259 shares worth $167K. The position accounts for 0.1% of the portfolio, ranked #75.

Coombe, Bender & Co first reported a position in IGSB in Q4 2022 and has held it in 5 quarters since. The position peaked at $197K in Q4 2023. 878 funds tracked by Wall St. Rank hold IGSB as of Q2 2024.

  • Coombe, Bender & Co held 3,259 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $167K as of Q2 2024.
  • Coombe, Bender & Co left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2024.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.1% of Coombe, Bender & Co's portfolio in Q2 2024, its #75 holding.
  • Coombe, Bender & Co first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 5 quarters since.
  • Coombe, Bender & Co's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $197K in Q4 2023.
  • 878 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Coombe, Bender & Co's 13F filing for Q2 2024, filed 12 Aug 2024.