Hoey Investments’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Hoey Investments’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 Q4	–	Sell	-271	Closed	-$13.5K	–	362
2023 Q3	$13.5K	Hold	271	–	–	﹤0.01%	190
2023 Q2	$13.6K	Hold	271	–	–	﹤0.01%	193
2023 Q1	$13.7K	Hold	271	–	–	0.01%	199
2022 Q4	$13.5K	Hold	271	–	–	0.01%	198
2022 Q3	$13K	Hold	271	–	–	0.01%	218
2022 Q2	$14K	Hold	271	–	–	0.01%	172
2022 Q1	$14K	Hold	271	–	–	﹤0.01%	155
2021 Q4	$15K	Hold	271	–	–	﹤0.01%	158
2021 Q3	$15K	Hold	271	–	–	﹤0.01%	156
2021 Q2	$15K	Hold	271	–	–	﹤0.01%	156
2021 Q1	$15K	Hold	271	–	–	0.01%	156
2020 Q4	$15K	Buy	+271	New	+$14.9K	0.01%	129

Other funds holding IGSB

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

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 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

JHU

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 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

Hoey Investments's IGSB Position: Q4 2023 in Review

Hoey Investments sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2023, closing a stake of 271 shares — an estimated $13.5K sold.

Hoey Investments first reported a position in IGSB in Q4 2020 and held it in 12 quarters. The position peaked at $15K in Q4 2021. 914 funds tracked by Wall St. Rank hold IGSB as of Q4 2023.

Hoey Investments reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Hoey Investments sold 271 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $13.5K.
Hoey Investments first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 12 quarters.
Hoey Investments's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $15K in Q4 2021.
914 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Hoey Investments's 13F filing for Q4 2023, filed 13 Feb 2024.