Fort Point Capital Partners’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Fort Point Capital Partners’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
2023 Q4	–	Sell	-4,585	Closed	-$228K	–	308
2023 Q3	$228K	Hold	4,585	–	–	0.03%	246
2023 Q2	$230K	Hold	4,585	–	–	0.03%	251
2023 Q1	$232K	Sell	4,585 -705	-13%	-$35.4K	0.04%	245
2022 Q4	$264K	Buy	+5,290	New	+$262K	0.04%	222

Other funds holding IGSB

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

JHU

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fort Point Capital Partners's IGSB Position: Q4 2023 in Review

Fort Point Capital Partners sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2023, closing a stake of 4,585 shares — an estimated $228K sold.

Fort Point Capital Partners first reported a position in IGSB in Q4 2022 and held it in 4 quarters. The position peaked at $264K in Q4 2022. 914 funds tracked by Wall St. Rank hold IGSB as of Q4 2023.

Fort Point Capital Partners reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Fort Point Capital Partners sold 4,585 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $228K.
Fort Point Capital Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and held it in 4 quarters.
Fort Point Capital Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $264K in Q4 2022.
914 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Fort Point Capital Partners's 13F filing for Q4 2023, filed 9 Feb 2024.