Forza Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Forza Wealth 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 Q4	–	Sell	-49,291	Closed	-$2.6M	–	186
2024 Q3	$2.6M	Sell	49,291 -2	-0%	-$104	1.19%	24
2024 Q2	$2.53M	Hold	49,293	–	–	1.3%	23
2024 Q1	$2.53M	Hold	49,293	–	–	1.31%	19
2023 Q4	$2.53M	Sell	49,293 -38,527	-44%	-$1.93M	1.39%	20
2023 Q3	$4.38M	Hold	87,820	–	–	2.26%	6
2023 Q2	$4.41M	Hold	87,820	–	–	2.22%	6
2023 Q1	$4.44M	Hold	87,820	–	–	2.29%	6
2022 Q4	$4.38M	Buy	+87,820	New	+$4.35M	2.9%	4

Other funds holding IGSB

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

MMI

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

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 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

Forza Wealth Management's IGSB Position: Q4 2024 in Review

Forza Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2024, closing a stake of 49,291 shares — an estimated $2.6M sold.

Forza Wealth Management first reported a position in IGSB in Q4 2022 and held it in 8 quarters. The position peaked at $4.44M in Q1 2023. 955 funds tracked by Wall St. Rank hold IGSB as of Q4 2024.

Forza Wealth Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Forza Wealth Management sold 49,291 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $2.6M.
Forza Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and held it in 8 quarters.
Forza Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $4.44M in Q1 2023.
955 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Forza Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.