Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-2,057
Closed -$103K – 247
2023
Q3 		$103K Buy
+2,057
New +$103K 0.02% 126

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Legacy Financial Group (Iowa)'s IGSB Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2023, closing a stake of 2,057 shares — an estimated $103K sold.

Legacy Financial Group (Iowa) first reported a position in IGSB in Q3 2023 and held it in 1 quarter. The position peaked at $103K in Q3 2023. 914 funds tracked by Wall St. Rank hold IGSB as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 2,057 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $103K.
  • Legacy Financial Group (Iowa) first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $103K in Q3 2023.
  • 914 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.