Hanson & Doremus Investment Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Hanson & Doremus Investment 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
2023 Q3	–	Sell	-368	Closed	-$18K	–	435
2023 Q2	$18K	Hold	368	–	–	﹤0.01%	370
2023 Q1	$19K	Hold	368	–	–	﹤0.01%	378
2022 Q4	$18K	Hold	368	–	–	﹤0.01%	403
2022 Q3	$18K	Hold	368	–	–	﹤0.01%	390
2022 Q2	$19K	Sell	368 -98	-21%	-$4.99K	﹤0.01%	383
2022 Q1	$24K	Sell	466 -39	-8%	-$2.06K	0.01%	390
2021 Q4	$27K	Sell	505 -19	-4%	-$1.03K	0.01%	359
2021 Q3	$29K	Sell	524 -36	-6%	-$1.97K	0.01%	336
2021 Q2	$31K	Hold	560	–	–	0.01%	290
2021 Q1	$31K	Hold	560	–	–	0.01%	325
2020 Q4	$31K	Hold	560	–	–	0.01%	311
2020 Q3	$31K	Buy	+560	New	+$30.8K	0.01%	290

Other funds holding IGSB

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

JSTA

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

JHU

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

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

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

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

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

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

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

Hanson & Doremus Investment Management's IGSB Position: Q3 2023 in Review

Hanson & Doremus Investment Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2023, closing a stake of 368 shares — an estimated $18K sold.

Hanson & Doremus Investment Management first reported a position in IGSB in Q3 2020 and held it in 12 quarters. The position peaked at $31K in Q2 2021. 873 funds tracked by Wall St. Rank hold IGSB as of Q3 2023.

Hanson & Doremus Investment Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Hanson & Doremus Investment Management sold 368 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $18K.
Hanson & Doremus Investment Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2020 and held it in 12 quarters.
Hanson & Doremus Investment Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $31K in Q2 2021.
873 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Hanson & Doremus Investment Management's 13F filing for Q3 2023, filed 24 Oct 2023.