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

Crewe 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
2024
Q4 		– Sell
-1,500
Closed -$79K – 723
2024
Q3 		$79K Sell
1,500
-2,125
-59% -$111K 0.01% 253
2024
Q2 		$186K Hold
3,625
– – 0.02% 182
2024
Q1 		$186K Hold
3,625
– – 0.02% 176
2023
Q4 		$186K Sell
3,625
-149
-4% -$7.48K 0.03% 72
2023
Q3 		$188K Hold
3,774
– – 0.03% 70
2023
Q2 		$189K Sell
3,774
-1,951
-34% -$98.3K 0.03% 146
2023
Q1 		$289K Sell
5,725
-35
-0.6% -$1.76K 0.04% 124
2022
Q4 		$287K Buy
5,760
+35
+0.6% +$1.73K 0.05% 117
2022
Q3 		$282K Buy
5,725
+350
+7% +$17.7K 0.05% 108
2022
Q2 		$272K Buy
5,375
+4,125
+330% +$210K 0.06% 100
2022
Q1 		$65K Buy
+1,250
New +$65.9K 0.01% 209
2019
Q3 		– Sell
-7,376
Closed -$394K – 264
2019
Q2 		$394K Hold
7,376
– – 0.13% 50
2019
Q1 		$390K Hold
7,376
– – 0.12% 38
2018
Q4 		$381K Hold
7,376
– – 0.12% 39
2018
Q3 		$382K Sell
7,376
-2,132
-22% -$111K 0.32% 38
2018
Q2 		$493K Hold
9,508
– – 0.46% 27
2018
Q1 		$493K Sell
9,508
-1,150
-11% -$59.8K 0.48% 23
2017
Q4 		$557K Buy
+10,658
New +$559K 0.55% 22

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Crewe Advisors's IGSB Position: Q4 2024 in Review

Crewe Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2024, closing a stake of 1,500 shares — an estimated $79K sold.

Crewe Advisors first reported a position in IGSB in Q4 2017 and held it in 18 quarters. The position peaked at $557K in Q4 2017. 958 funds tracked by Wall St. Rank hold IGSB as of Q4 2024.

  • Crewe Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Crewe Advisors sold 1,500 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $79K.
  • Crewe Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2017 and held it in 18 quarters.
  • Crewe Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $557K in Q4 2017.
  • 958 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Crewe Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.