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Ironwood Investment Counsel’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Ironwood Investment Counsel’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
-7,329
Closed -$376K – 263
2024
Q2 		$376K Sell
7,329
-10,856
-60% -$554K 0.07% 188
2024
Q1 		$933K Sell
18,185
-8,396
-32% -$430K 0.16% 120
2023
Q4 		$1.36M Buy
26,581
+22,125
+497% +$1.11M 0.25% 93
2023
Q3 		$940K Buy
+4,456
New +$223K 0.2% 109

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 $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 $432B AUM 30.22% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Ironwood Investment Counsel's IGSB Position: Q3 2024 in Review

Ironwood Investment Counsel sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2024, closing a stake of 7,329 shares — an estimated $376K sold.

Ironwood Investment Counsel first reported a position in IGSB in Q3 2023 and held it in 4 quarters. The position peaked at $1.36M in Q4 2023. 891 funds tracked by Wall St. Rank hold IGSB as of Q3 2024.

  • Ironwood Investment Counsel reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Ironwood Investment Counsel sold 7,329 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $376K.
  • Ironwood Investment Counsel first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2023 and held it in 4 quarters.
  • Ironwood Investment Counsel's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.36M in Q4 2023.
  • 891 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Ironwood Investment Counsel's 13F filing for Q3 2024, filed 14 Nov 2024.