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ICA Group Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

ICA Group Wealth 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
2024
Q2 		$11.5K Sell
224
-254
-53% -$13K 0.01% 455
2024
Q1 		$24.5K Hold
478
– – ﹤0.01% 709
2023
Q4 		$24.5K Buy
+478
New +$24K 0.01% 671
2023
Q3 		– Sell
-369
Closed -$18.5K – 683
2023
Q2 		$18.5K Buy
369
+57
+18% +$2.87K ﹤0.01% 712
2023
Q1 		$15.8K Sell
312
-3,222
-91% -$162K ﹤0.01% 720
2022
Q4 		$176K Buy
+3,534
New +$175K 0.04% 270

Other funds holding IGSB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
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
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

ICA Group Wealth Management's IGSB Position: Q2 2024 in Review

ICA Group Wealth Management reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 53% in Q2 2024, selling an estimated $13K and leaving 224 shares worth $11.5K. The position accounts for 0.01% of the portfolio, ranked #455.

ICA Group Wealth Management first reported a position in IGSB in Q4 2022 and has held it in 6 quarters since. The position peaked at $176K in Q4 2022. 876 funds tracked by Wall St. Rank hold IGSB as of Q2 2024.

  • ICA Group Wealth Management held 224 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $11.5K as of Q2 2024.
  • ICA Group Wealth Management sold 254 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $13K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #455 holding.
  • ICA Group Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 6 quarters since.
  • ICA Group Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $176K in Q4 2022.
  • 876 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.