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Econ Financial Services’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Econ Financial Services’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
Q3 		– Sell
-30,259
Closed -$1.55M – 86
2024
Q2 		$1.55M Sell
30,259
-556
-2% -$28.4K 0.96% 29
2024
Q1 		$1.58M Buy
+30,815
New +$1.58M 0.98% 31

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Econ Financial Services's IGSB Position: Q3 2024 in Review

Econ Financial Services sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2024, closing a stake of 30,259 shares — an estimated $1.55M sold.

Econ Financial Services first reported a position in IGSB in Q1 2024 and held it in 2 quarters. The position peaked at $1.58M in Q1 2024. 890 funds tracked by Wall St. Rank hold IGSB as of Q3 2024.

  • Econ Financial Services reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Econ Financial Services sold 30,259 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $1.55M.
  • Econ Financial Services first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2024 and held it in 2 quarters.
  • Econ Financial Services's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.58M in Q1 2024.
  • 890 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Econ Financial Services's 13F filing for Q3 2024, filed 18 Oct 2024.