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Intelligence Driven Advisers’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Intelligence Driven Advisers’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
Q3 		– Sell
-21,871
Closed -$1.12M – 116
2024
Q2 		$1.12M Sell
21,871
-3,333
-13% -$170K 0.16% 41
2024
Q1 		$1.29M Sell
25,204
-38,238
-60% -$1.96M 0.19% 34
2023
Q4 		$3.27M Sell
63,442
-11,513
-15% -$578K 0.53% 19
2023
Q3 		$3.72M Sell
74,955
-7,321
-9% -$366K 0.66% 21
2023
Q2 		$4.09M Sell
82,276
-1,310
-2% -$66K 0.72% 21
2023
Q1 		$4.24M Buy
83,586
+1,498
+2% +$75.2K 0.76% 26
2022
Q4 		$4.12M Buy
82,088
+63,937
+352% +$3.17M 0.76% 26
2022
Q3 		$896K Sell
18,151
-15,505
-46% -$782K 0.18% 60
2022
Q2 		$1.7M Sell
33,656
-784
-2% -$39.9K 0.33% 54
2022
Q1 		$1.77M Buy
34,440
+27,453
+393% +$1.45M 0.32% 49
2021
Q4 		$373K Sell
6,987
-2,155
-24% -$117K 0.07% 67
2021
Q3 		$499K Sell
9,142
-862
-9% -$47.2K 0.11% 48
2021
Q2 		$548K Sell
10,004
-44,136
-82% -$2.42M 0.11% 58
2021
Q1 		$2.96M Sell
54,140
-160
-0.3% -$8.79K 0.66% 27
2020
Q4 		$3M Buy
54,300
+11,036
+26% +$607K 0.67% 30
2020
Q3 		$2.38M Buy
+43,264
New +$2.38M 0.56% 26

Other funds holding IGSB

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Intelligence Driven Advisers's IGSB Position: Q3 2024 in Review

Intelligence Driven Advisers sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2024, closing a stake of 21,871 shares — an estimated $1.12M sold.

Intelligence Driven Advisers first reported a position in IGSB in Q3 2020 and held it in 16 quarters. The position peaked at $4.24M in Q1 2023. 892 funds tracked by Wall St. Rank hold IGSB as of Q3 2024.

  • Intelligence Driven Advisers reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Intelligence Driven Advisers sold 21,871 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $1.12M.
  • Intelligence Driven Advisers first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2020 and held it in 16 quarters.
  • Intelligence Driven Advisers's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $4.24M in Q1 2023.
  • 892 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Intelligence Driven Advisers's 13F filing for Q3 2024, filed 6 Nov 2024.