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

Intercontinental Wealth Advisors’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
2023
Q2 		$233K Hold
4,640
– – 0.06% 291
2023
Q1 		$235K Buy
+4,640
New +$233K 0.06% 290
2017
Q3 		– Sell
-13,314
Closed -$701K – 137
2017
Q2 		$701K Buy
+13,314
New +$701K 0.45% 45

Other funds holding IGSB

JHU
Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Intercontinental Wealth Advisors's IGSB Position: Q2 2023 in Review

Intercontinental Wealth Advisors held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2023 at 4,640 shares worth $233K. The position accounts for 0.06% of the portfolio, ranked #291.

Intercontinental Wealth Advisors first reported a position in IGSB in Q2 2017 and has held it in 3 quarters since. The position peaked at $701K in Q2 2017. 880 funds tracked by Wall St. Rank hold IGSB as of Q2 2023.

  • Intercontinental Wealth Advisors held 4,640 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $233K as of Q2 2023.
  • Intercontinental Wealth Advisors left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2023.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.06% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #291 holding.
  • Intercontinental Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2017 and has held it in 3 quarters since.
  • Intercontinental Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $701K in Q2 2017.
  • 880 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.