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Impact Partnership Wealth’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Impact Partnership Wealth’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 		– Sell
-149
Closed -$7.64K – 439
2024
Q1 		$7.64K Sell
149
-699
-82% -$35.8K ﹤0.01% 471
2023
Q4 		$43.5K Sell
848
-95,789
-99% -$4.81M 0.02% 352
2023
Q3 		$4.82M Buy
96,637
+96,512
+77,210% +$4.83M 1.5% 13
2023
Q2 		$6.27K Buy
+125
New +$6.3K ﹤0.01% 473

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

Impact Partnership Wealth's IGSB Position: Q2 2024 in Review

Impact Partnership Wealth sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2024, closing a stake of 149 shares — an estimated $7.64K sold.

Impact Partnership Wealth first reported a position in IGSB in Q2 2023 and held it in 4 quarters. The position peaked at $4.82M in Q3 2023. 876 funds tracked by Wall St. Rank hold IGSB as of Q2 2024.

  • Impact Partnership Wealth reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 149 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $7.64K.
  • Impact Partnership Wealth first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $4.82M in Q3 2023.
  • 876 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.