GoalVest Advisory’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

GoalVest Advisory’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	-426	Closed	-$21.8K	–	363
2024 Q1	$21.8K	Sell	426 -29	-6%	-$1.48K	0.01%	263
2023 Q4	$23.3K	Sell	455 -905	-67%	-$45.4K	0.01%	193
2023 Q3	$67.8K	Buy	1,360 +426	+46%	+$21.3K	0.03%	126
2023 Q2	$46.9K	Buy	+934	New	+$47.1K	0.02%	142
2021 Q2	$15K	Buy	+267	New	+$14.6K	0.01%	186
2021 Q1	–	Sell	-572	Closed	-$32K	–	197
2020 Q4	$32K	Buy	+572	New	+$31.4K	0.03%	137

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

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

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

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

GoalVest Advisory's IGSB Position: Q2 2024 in Review

GoalVest Advisory sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2024, closing a stake of 426 shares — an estimated $21.8K sold.

GoalVest Advisory first reported a position in IGSB in Q4 2020 and held it in 6 quarters. The position peaked at $67.8K in Q3 2023. 876 funds tracked by Wall St. Rank hold IGSB as of Q2 2024.

GoalVest Advisory reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
GoalVest Advisory sold 426 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $21.8K.
GoalVest Advisory first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 6 quarters.
GoalVest Advisory's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $67.8K in Q3 2023.
876 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2024.

Based on GoalVest Advisory's 13F filing for Q2 2024, filed 30 Jul 2024.