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Institutional & Family Asset Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Institutional & Family Asset 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
Q1 		– Sell
-710
Closed -$36.4K – 754
2023
Q4 		$36.4K Buy
710
+8
+1% +$402 0.01% 257
2023
Q3 		$35K Buy
702
+6
+0.9% +$300 0.01% 248
2023
Q2 		$34.9K Buy
696
+5
+0.7% +$252 0.01% 255
2023
Q1 		$34.9K Buy
691
+4
+0.6% +$201 0.01% 246
2022
Q4 		$34.2K Buy
687
+6
+0.9% +$297 0.01% 253
2022
Q3 		$34K Buy
681
+3
+0.4% +$151 0.01% 254
2022
Q2 		$34K Buy
678
+3
+0.4% +$153 0.01% 254
2022
Q1 		$35K Sell
675
-114
-14% -$6.01K 0.01% 290
2021
Q4 		$43K Buy
789
+5
+0.6% +$271 0.01% 276
2021
Q3 		$43K Buy
784
+3
+0.4% +$164 0.01% 354
2021
Q2 		$43K Sell
781
-541
-41% -$29.6K 0.01% 357
2021
Q1 		$72K Sell
1,322
-6,185
-82% -$340K 0.01% 305
2020
Q4 		$414K Buy
7,507
+15
+0.2% +$825 0.09% 128
2020
Q3 		$411K Sell
7,492
-256
-3% -$14.1K 0.1% 118
2020
Q2 		$424K Buy
7,748
+17
+0.2% +$916 0.09% 118
2020
Q1 		$405K Sell
7,731
-245
-3% -$13K 0.09% 113
2019
Q4 		$428K Buy
7,976
+42
+0.5% +$2.25K 0.09% 131
2019
Q3 		$426K Sell
7,934
-21,022
-73% -$1.12M 0.09% 124
2019
Q2 		$1.55M Sell
28,956
-2,130
-7% -$113K 0.33% 81
2019
Q1 		$1.64M Sell
31,086
-1,525
-5% -$79.6K 0.35% 80
2018
Q4 		$1.68M Sell
32,611
-3,644
-10% -$188K 0.38% 77
2018
Q3 		$1.88M Sell
36,255
-8,251
-19% -$428K 0.37% 79
2018
Q2 		$2.31M Sell
44,506
-614
-1% -$31.8K 0.48% 74
2018
Q1 		$2.34M Sell
45,120
-18,246
-29% -$949K 0.5% 71
2017
Q4 		$3.31M Sell
63,366
-3,934
-6% -$206K 0.63% 64
2017
Q3 		$3.54M Buy
67,300
+2,278
+4% +$120K 0.71% 53
2017
Q2 		$3.42M Sell
65,022
-3,742
-5% -$197K 0.84% 50
2017
Q1 		$3.62M Buy
68,764
+5,536
+9% +$291K 1.13% 43
2016
Q4 		$3.32M Buy
63,228
+1,422
+2% +$74.8K 1.05% 53
2016
Q3 		$3.27M Buy
61,806
+4,260
+7% +$225K 1.09% 56
2016
Q2 		$3.05M Sell
57,546
-11,668
-17% -$616K 1.06% 50
2016
Q1 		$3.62M Sell
69,214
-532
-0.8% -$27.9K 1.35% 16
2015
Q4 		$3.65M Buy
+69,746
New +$3.66M 1.36% 16

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

Institutional & Family Asset Management's IGSB Position: Q1 2024 in Review

Institutional & Family Asset Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2024, closing a stake of 710 shares — an estimated $36.4K sold.

Institutional & Family Asset Management first reported a position in IGSB in Q4 2015 and held it in 33 quarters. The position peaked at $3.65M in Q4 2015. 887 funds tracked by Wall St. Rank hold IGSB as of Q1 2024.

  • Institutional & Family Asset Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Institutional & Family Asset Management sold 710 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $36.4K.
  • Institutional & Family Asset Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2015 and held it in 33 quarters.
  • Institutional & Family Asset Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $3.65M in Q4 2015.
  • 887 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Institutional & Family Asset Management's 13F filing for Q1 2024, filed 8 May 2024.