Leading Edge Financial Planning’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Leading Edge Financial Planning’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 Q1	–	Sell	-4,203	Closed	-$215K	–	56
2023 Q4	$215K	Sell	4,203 -4,388	-51%	-$220K	0.11%	59
2023 Q3	$428K	Buy	8,591 +70	+0.8%	+$3.5K	0.27%	39
2023 Q2	$427K	Sell	8,521 -467	-5%	-$23.5K	0.28%	36
2023 Q1	$454K	Sell	8,988 -596	-6%	-$29.9K	0.33%	39
2022 Q4	$477K	Buy	+9,584	New	+$474K	0.41%	34

Other funds holding IGSB

Charles Schwab San Francisco, California $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 $3.59B AUM 16.37% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

Leading Edge Financial Planning's IGSB Position: Q1 2024 in Review

Leading Edge Financial Planning sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2024, closing a stake of 4,203 shares — an estimated $215K sold.

Leading Edge Financial Planning first reported a position in IGSB in Q4 2022 and held it in 5 quarters. The position peaked at $477K in Q4 2022. 887 funds tracked by Wall St. Rank hold IGSB as of Q1 2024.

Leading Edge Financial Planning reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Leading Edge Financial Planning sold 4,203 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $215K.
Leading Edge Financial Planning first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and held it in 5 quarters.
Leading Edge Financial Planning's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $477K in Q4 2022.
887 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Leading Edge Financial Planning's 13F filing for Q1 2024, filed 3 May 2024.