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Custom Index Systems’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Custom Index Systems’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 		– Sell
-4,525
Closed -$232K – 276
2024
Q1 		$232K Hold
4,525
– – 0.13% 220
2023
Q4 		$232K Buy
+4,525
New +$227K 0.14% 219

Other funds holding IGSB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Custom Index Systems's IGSB Position: Q2 2024 in Review

Custom Index Systems sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2024, closing a stake of 4,525 shares — an estimated $232K sold.

Custom Index Systems first reported a position in IGSB in Q4 2023 and held it in 2 quarters. The position peaked at $232K in Q1 2024. 876 funds tracked by Wall St. Rank hold IGSB as of Q2 2024.

  • Custom Index Systems reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Custom Index Systems sold 4,525 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $232K.
  • Custom Index Systems first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and held it in 2 quarters.
  • Custom Index Systems's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $232K in Q1 2024.
  • 876 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Custom Index Systems's 13F filing for Q2 2024, filed 6 Aug 2024.