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Kelly Financial Services’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Kelly Financial Services’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
-277
Closed -$14.2K – 402
2024
Q2 		$14.2K Buy
277
+3
+1% +$153 0.01% 375
2024
Q1 		$14K Buy
274
+2
+0.7% +$102 0.01% 374
2023
Q4 		$14K Buy
272
+3
+1% +$151 0.01% 351
2023
Q3 		$13.4K Buy
269
+2
+0.7% +$100 0.01% 333
2023
Q2 		$13.4K Buy
267
+2
+0.8% +$101 0.01% 331
2023
Q1 		$13.4K Sell
265
-338
-56% -$17K 0.01% 314
2022
Q4 		$30.1K Buy
603
+342
+131% +$16.9K 0.02% 222
2022
Q3 		$12.9K Buy
261
+1
+0.4% +$50 0.01% 300
2022
Q2 		$13.1K Sell
260
-205
-44% -$10.4K 0.01% 294
2022
Q1 		$24.1K Sell
465
-1,870
-80% -$98.6K 0.01% 255
2021
Q4 		$126K Sell
2,335
-8,595
-79% -$465K 0.06% 110
2021
Q3 		$597K Sell
10,930
-903,126
-99% -$49.5M 0.34% 25
2021
Q2 		$16.7M Buy
914,056
+897,220
+5,329% +$49.2M 0.65% 13
2021
Q1 		$921K Buy
16,836
+12,024
+250% +$660K 0.57% 16
2020
Q4 		$265K Buy
4,812
+2,650
+123% +$146K 0.18% 28
2020
Q3 		$119K Buy
2,162
+1,860
+616% +$102K 0.09% 49
2020
Q2 		$16.5K Buy
+302
New +$16.3K 0.01% 187
2019
Q3 		– Sell
-126
Closed -$6.73K – 560
2019
Q2 		$6.73K Hold
126
– – 0.01% 266
2019
Q1 		$6.66K Buy
+126
New +$6.58K 0.01% 266

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 $4.81B AUM 4.62% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $6.19B AUM 16.5% 1-Year Est. Return

Kelly Financial Services's IGSB Position: Q3 2024 in Review

Kelly Financial Services sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2024, closing a stake of 277 shares — an estimated $14.2K sold.

Kelly Financial Services first reported a position in IGSB in Q1 2019 and held it in 19 quarters. The position peaked at $16.7M in Q2 2021. 891 funds tracked by Wall St. Rank hold IGSB as of Q3 2024.

  • Kelly Financial Services reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 277 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $14.2K.
  • Kelly Financial Services first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2019 and held it in 19 quarters.
  • Kelly Financial Services's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $16.7M in Q2 2021.
  • 891 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.