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Gofen & Glossberg’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Gofen & Glossberg’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
2022
Q4 		$246K Buy
+4,930
New +$244K 0.01% 471
2014
Q1 		– Sell
-7,784
Closed -$410K – 546
2013
Q4 		$410K Hold
7,784
– – 0.02% 283
2013
Q3 		$410K Hold
7,784
– – 0.02% 272
2013
Q2 		$409K Buy
+7,784
New +$410K 0.02% 260

Other funds holding IGSB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Gofen & Glossberg's IGSB Position: Q4 2022 in Review

Gofen & Glossberg opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2022: 4,930 shares worth $246K. The stake represents 0.01% of the portfolio and ranks #471 among its holdings. This is a return to the name: Gofen & Glossberg previously reported a position in IGSB as recently as Q4 2013.

Gofen & Glossberg first reported a position in IGSB in Q2 2013 and has held it in 4 quarters since. The position peaked at $410K in Q4 2013. 922 funds tracked by Wall St. Rank hold IGSB as of Q4 2022.

  • Gofen & Glossberg held 4,930 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $246K as of Q4 2022.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Gofen & Glossberg position in Q4 2022.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Gofen & Glossberg's portfolio in Q4 2022, its #471 holding.
  • Gofen & Glossberg first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 4 quarters since.
  • Gofen & Glossberg's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $410K in Q4 2013.
  • 922 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.