Liberty Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Liberty Wealth Management’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	-52,924	Closed	-$65K	–	234
2024 Q2	$65K	Buy	+52,924	New	+$2.7M	0.01%	213
2021 Q4	–	Sell	-58,362	Closed	-$3.16M	–	48
2021 Q3	$3.19M	Sell	58,362 -36,867	-39%	-$2.02M	1.14%	17
2021 Q2	$5.22M	Buy	95,229 +29,608	+45%	+$1.62M	2.03%	12
2021 Q1	$3.61M	Hold	65,621	–	–	1.76%	14
2020 Q4	$3.61M	Buy	65,621 +4,998	+8%	+$275K	1.77%	14
2020 Q3	$3.33M	Buy	60,623 +11,606	+24%	+$637K	1.96%	11
2020 Q2	$2.68M	Buy	49,017 +48,580	+11,117%	+$2.62M	1.89%	13
2020 Q1	$23K	Buy	437 +188	+76%	+$10K	0.02%	337
2019 Q4	$13K	Hold	249	–	–	0.01%	494
2019 Q3	$13K	Buy	+249	New	+$13.3K	0.01%	468

Other funds holding IGSB

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JHU

Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Liberty Wealth Management's IGSB Position: Q3 2024 in Review

Liberty Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2024, closing a stake of 52,924 shares — an estimated $65K sold.

Liberty Wealth Management first reported a position in IGSB in Q3 2019 and held it in 10 quarters. The position peaked at $5.22M in Q2 2021. 892 funds tracked by Wall St. Rank hold IGSB as of Q3 2024.

Liberty Wealth Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Liberty Wealth Management sold 52,924 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $65K.
Liberty Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2019 and held it in 10 quarters.
Liberty Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $5.22M in Q2 2021.
892 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Liberty Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.