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

LGT Financial Advisors’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 Q4	–	Sell	-209	Closed	-$11K	–	746
2024 Q3	$11K	Hold	209	–	–	0.03%	400
2024 Q2	$10.7K	Sell	209 -1,183	-85%	-$60.3K	0.02%	459
2024 Q1	$71.4K	Buy	1,392 +8	+0.6%	+$409	0.08%	199
2023 Q4	$71K	Buy	1,384 +14	+1%	+$703	0.09%	187
2023 Q3	$68.3K	Buy	1,370 +10	+0.7%	+$500	0.09%	192
2023 Q2	$68.2K	Buy	+1,360	New	+$68.5K	0.07%	152
2023 Q1	–	Sell	-1,430	Closed	-$71.2K	–	137
2022 Q4	$71.2K	Buy	+1,430	New	+$70.8K	0.08%	125

Other funds holding IGSB

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

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

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

LGT Financial Advisors's IGSB Position: Q4 2024 in Review

LGT Financial Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2024, closing a stake of 209 shares — an estimated $11K sold.

LGT Financial Advisors first reported a position in IGSB in Q4 2022 and held it in 7 quarters. The position peaked at $71.4K in Q1 2024. 955 funds tracked by Wall St. Rank hold IGSB as of Q4 2024.

LGT Financial Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
LGT Financial Advisors sold 209 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $11K.
LGT Financial Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and held it in 7 quarters.
LGT Financial Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $71.4K in Q1 2024.
955 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on LGT Financial Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.