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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
-428
Closed -$21.9K – 1928
2024
Q1 		$21.9K Sell
428
-1,778
-81% -$91K ﹤0.01% 521
2023
Q4 		$110K Buy
2,206
+529
+32% +$26.6K ﹤0.01% 533
2023
Q3 		$83.3K Buy
1,677
+1,567
+1,425% +$78.4K ﹤0.01% 490
2023
Q2 		$23.5K Sell
110
-1
-0.9% -$50 0.06% 130
2023
Q1 		$50.3K Buy
111
+61
+122% +$3.06K 1.55% 10
2022
Q4 		$73.7K Sell
50
-1,028
-95% -$50.9K 0.38% 48
2022
Q3 		$47.2K Sell
1,078
-44
-4% -$2.22K 1.6% 9
2022
Q2 		$48.4K Sell
1,122
-22
-2% -$1.12K 1.51% 11
2022
Q1 		$50.2K Sell
1,144
-422
-27% -$22.2K 1.41% 10
2021
Q4 		$57.4K Buy
1,566
+483
+45% +$26.2K 1.3% 12
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
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 $3.26B AUM 12.5% 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

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 428 shares — an estimated $21.9K sold.

Financial Gravity Asset Management first reported a position in IGSB in Q1 2018 and held it in 18 quarters. The position peaked at $1.39M in Q1 2019. 876 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 428 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $21.9K.
  • 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 18 quarters.
  • Financial Gravity Asset Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.39M in Q1 2019.
  • 876 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.