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

Lee Financial’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	-502	Closed	-$25.7K	–	482
2023 Q4	$25.7K	Hold	502	–	–	﹤0.01%	284
2023 Q3	$25K	Hold	502	–	–	﹤0.01%	277
2023 Q2	$25.2K	Hold	502	–	–	﹤0.01%	274
2023 Q1	$25.4K	Hold	502	–	–	﹤0.01%	282
2022 Q4	$25K	Buy	+502	New	+$24.9K	﹤0.01%	315

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

Lee Financial's IGSB Position: Q1 2024 in Review

Lee Financial sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2024, closing a stake of 502 shares — an estimated $25.7K sold.

Lee Financial first reported a position in IGSB in Q4 2022 and held it in 5 quarters. The position peaked at $25.7K in Q4 2023. 887 funds tracked by Wall St. Rank hold IGSB as of Q1 2024.

Lee Financial reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 502 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $25.7K.
Lee Financial first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and held it in 5 quarters.
Lee Financial's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $25.7K in Q4 2023.
887 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.