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High Falls Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

High Falls Advisors’s Portfolio IGSB Stock Details IGSB Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
2024
Q3 		$334K Sell
2024
Q2 		$354K Sell
2024
Q1 		$366K Sell
2023
Q4 		$372K Sell
2023
Q3 		$395K Sell
2023
Q2 		$450K Buy
2023
Q1 		$452K Sell
2022
Q4 		$549K Sell
2022
Q3 		$1.11M Sell
2022
Q2 		$1.23M Sell
2022
Q1 		$1.5M Sell
2021
Q4 		$1.56M Sell
2021
Q3 		$9.97M Sell
2021
Q2 		$19.3M Buy
2021
Q1 		$9.03M Buy
2020
Q4 		$6.92M Buy
2020
Q3 		$5K Buy
2020
Q2 		$3.71M Buy
2016
Q4 		– Sell
2016
Q3 		$267K Sell
2016
Q2 		$20.8M Buy
2016
Q1 		$523K Sell
2015
Q4 		$20.8M Buy

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 $1.6B AUM 20.7% 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 $4.81B AUM 4.62% 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

High Falls Advisors's IGSB Position: Q4 2024 in Review

High Falls Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2024, closing a stake of 6,336 shares — an estimated $334K sold.

High Falls Advisors first reported a position in IGSB in Q4 2015 and held it in 22 quarters. The position peaked at $20.8M in Q2 2016. 955 funds tracked by Wall St. Rank hold IGSB as of Q4 2024.

  • High Falls Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • High Falls Advisors sold 6,336 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $334K.
  • High Falls Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2015 and held it in 22 quarters.
  • High Falls Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $20.8M in Q2 2016.
  • 955 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on High Falls Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.