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Fortis Group Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Fortis Group Advisors’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
Q2 		– Sell
-104,653
Closed -$5.31M – 131
2023
Q1 		$5.31M Buy
+104,653
New +$5.25M 1.6% 13

Other funds holding IGSB

JHU
Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Fortis Group Advisors's IGSB Position: Q2 2023 in Review

Fortis Group Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2023, closing a stake of 104,653 shares — an estimated $5.31M sold.

Fortis Group Advisors first reported a position in IGSB in Q1 2023 and held it in 1 quarter. The position peaked at $5.31M in Q1 2023. 880 funds tracked by Wall St. Rank hold IGSB as of Q2 2023.

  • Fortis Group Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Fortis Group Advisors sold 104,653 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $5.31M.
  • Fortis Group Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2023 and held it in 1 quarter.
  • Fortis Group Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $5.31M in Q1 2023.
  • 880 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Fortis Group Advisors's 13F filing for Q2 2023, filed 18 Jul 2023.