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Granite FO LLC’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Granite FO LLC’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
Q3 		– Sell
-2,701
Closed -$136K – 168
2023
Q2 		$136K Hold
2,701
– – 0.09% 66
2023
Q1 		$137K Hold
2,701
– – 0.08% 97
2022
Q4 		$135K Buy
+2,701
New +$134K 0.1% 63

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Northern Trust
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Granite FO LLC's IGSB Position: Q3 2023 in Review

Granite FO LLC sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2023, closing a stake of 2,701 shares — an estimated $136K sold.

Granite FO LLC first reported a position in IGSB in Q4 2022 and held it in 3 quarters. The position peaked at $137K in Q1 2023. 872 funds tracked by Wall St. Rank hold IGSB as of Q3 2023.

  • Granite FO LLC reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Granite FO LLC sold 2,701 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $136K.
  • Granite FO LLC first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and held it in 3 quarters.
  • Granite FO LLC's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $137K in Q1 2023.
  • 872 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Granite FO LLC's 13F filing for Q3 2023, filed 5 Sep 2024.