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Hart & Patterson Financial Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Hart & Patterson Financial Group’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 		$472K Buy
9,138
+536
+6% +$27.9K 0.23% 51
2024
Q3 		$453K Buy
+8,602
New +$448K 0.21% 52

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hart & Patterson Financial Group's IGSB Position: Q4 2024 in Review

Hart & Patterson Financial Group increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 6.2% in Q4 2024, buying an estimated $27.9K and bringing the position to 9,138 shares worth $472K. The position accounts for 0.23% of the portfolio, ranked #51.

Hart & Patterson Financial Group first reported a position in IGSB in Q3 2024 and has held it in 2 quarters since. 956 funds tracked by Wall St. Rank hold IGSB as of Q4 2024.

  • Hart & Patterson Financial Group held 9,138 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $472K as of Q4 2024.
  • Hart & Patterson Financial Group bought 536 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $27.9K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.23% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #51 holding.
  • Hart & Patterson Financial Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 2 quarters since.
  • 956 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.