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IDA
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
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Charles Schwab
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$654B AUM
26.35%
1-Year Est. Return
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
$3.26B AUM
12.5%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
JHU
Johns Hopkins University
Baltimore, Maryland
$1.38B AUM
9.48%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
B
Barings
Charlotte, North Carolina
$6.19B AUM
16.5%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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