Financial Gravity Asset Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Financial Gravity Asset Management’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	Closed	-$202	–	1606
2024 Q1	$202	Sell	4 -525	-99%	-$26.9K	﹤0.01%	937
2023 Q4	$27.1K	Buy	+529	New	+$26.6K	0.01%	342
2021 Q3	$55K	Sell	1,083 -6	-0.6%	-$329	0.03%	526
2021 Q2	$55K	Buy	+1,089	New	+$59.7K	0.02%	534
2019 Q4	–	Sell	-15,335	Closed	-$816K	–	1542
2019 Q3	$816K	Sell	15,335 -4,812	-24%	-$257K	0.7%	30
2019 Q2	$1.06M	Sell	20,147 -6,069	-23%	-$321K	0.87%	28
2019 Q1	$1.39M	Buy	+26,216	New	+$1.37M	1.12%	17
2018 Q3	$73K	Buy	1,418 +506	+55%	+$26.2K	0.08%	251
2018 Q2	$24K	Buy	912 +48	+6%	+$2.49K	0.02%	454
2018 Q1	$45K	Buy	+864	New	+$45K	0.05%	339

Other funds holding IGSB

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Financial Gravity Asset Management's IGSB Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2024, closing a stake of 4 shares — an estimated $202 sold.

Financial Gravity Asset Management first reported a position in IGSB in Q1 2018 and held it in 10 quarters. The position peaked at $1.39M in Q1 2019. 878 funds tracked by Wall St. Rank hold IGSB as of Q2 2024.

Financial Gravity Asset Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 4 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $202.
Financial Gravity Asset Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2018 and held it in 10 quarters.
Financial Gravity Asset Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.39M in Q1 2019.
878 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.