Forvis Mazars Wealth Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Forvis Mazars Wealth 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
2024 Q3	–	Sell	-3,930	Closed	-$201K	–	434
2024 Q2	$201K	Buy	+3,930	New	+$200K	0.01%	392
2023 Q1	–	Sell	-5,568	Closed	-$277K	–	411
2022 Q4	$277K	Sell	5,568 -33	-0.6%	-$1.63K	0.01%	336
2022 Q3	$276K	Sell	5,601 -1,018	-15%	-$51.4K	0.01%	328
2022 Q2	$335K	Buy	+6,619	New	+$337K	0.01%	303
2015 Q2	–	Sell	-4,270	Closed	-$225K	–	188
2015 Q1	$225K	Buy	+4,270	New	+$225K	0.03%	169

Other funds holding IGSB

Charles Schwab San Francisco, California $654B AUM 26.35% 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

MMI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Forvis Mazars Wealth Advisors's IGSB Position: Q3 2024 in Review

Forvis Mazars Wealth Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2024, closing a stake of 3,930 shares — an estimated $201K sold.

Forvis Mazars Wealth Advisors first reported a position in IGSB in Q1 2015 and held it in 5 quarters. The position peaked at $335K in Q2 2022. 890 funds tracked by Wall St. Rank hold IGSB as of Q3 2024.

Forvis Mazars Wealth Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 3,930 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $201K.
Forvis Mazars Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2015 and held it in 5 quarters.
Forvis Mazars Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $335K in Q2 2022.
890 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.