Householder Group Estate & Retirement Specialist’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Householder Group Estate & Retirement Specialist’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	–	Sell	-572	Closed	-$30K	–	845
2024 Q3	$30K	Buy	572 +11	+2%	+$572	0.01%	591
2024 Q2	$28K	Buy	561 +6	+1%	+$306	0.01%	593
2024 Q1	$28.5K	Buy	555 +3	+0.5%	+$154	0.01%	584
2023 Q4	$28K	Sell	552 -62	-10%	-$3.11K	0.01%	565
2023 Q3	$30.6K	Buy	+614	New	+$30.7K	0.01%	547
2023 Q1	$109K	Buy	+2,155	New	+$108K	0.04%	287
2022 Q4	–	Sell	-2,692	Closed	-$132K	–	683
2022 Q3	$132K	Buy	+2,692	New	+$136K	0.05%	222

Other funds holding IGSB

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

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

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

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

Householder Group Estate & Retirement Specialist's IGSB Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2024, closing a stake of 572 shares — an estimated $30K sold.

Householder Group Estate & Retirement Specialist first reported a position in IGSB in Q3 2022 and held it in 7 quarters. The position peaked at $132K in Q3 2022. 957 funds tracked by Wall St. Rank hold IGSB as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 572 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $30K.
Householder Group Estate & Retirement Specialist first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $132K in Q3 2022.
957 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.