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Kathleen S. Wright Associates’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Kathleen S. Wright Associates’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 		– Sell
-2,030
Closed -$103K – 169
2023
Q1 		$103K Hold
2,030
– – 0.07% 91
2022
Q4 		$101K Buy
2,030
+500
+33% +$24.8K 0.07% 100
2022
Q3 		$75K Buy
+1,530
New +$77.2K 0.06% 102

Other funds holding IGSB

JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Kathleen S. Wright Associates's IGSB Position: Q2 2023 in Review

Kathleen S. Wright Associates sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2023, closing a stake of 2,030 shares — an estimated $103K sold.

Kathleen S. Wright Associates first reported a position in IGSB in Q3 2022 and held it in 3 quarters. The position peaked at $103K in Q1 2023. 880 funds tracked by Wall St. Rank hold IGSB as of Q2 2023.

  • Kathleen S. Wright Associates reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 2,030 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $103K.
  • Kathleen S. Wright Associates first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2022 and held it in 3 quarters.
  • Kathleen S. Wright Associates's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $103K in Q1 2023.
  • 880 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Kathleen S. Wright Associates's 13F filing for Q2 2023, filed 20 Jul 2023.