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

Lineweaver Wealth 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
2023
Q4 		– Sell
-6,200
Closed -$309K – 137
2023
Q3 		$309K Sell
6,200
-325
-5% -$16.3K 0.09% 114
2023
Q2 		$327K Buy
6,525
+423
+7% +$21.3K 0.09% 99
2023
Q1 		$308K Sell
6,102
-2,052
-25% -$103K 0.09% 105
2022
Q4 		$406K Sell
8,154
-44
-0.5% -$2.18K 0.12% 89
2022
Q3 		$404K Sell
8,198
-2,532
-24% -$128K 0.13% 92
2022
Q2 		$542K Sell
10,730
-191
-2% -$9.72K 0.18% 79
2022
Q1 		$564K Sell
10,921
-15,370
-58% -$810K 0.16% 87
2021
Q4 		$1.42M Sell
26,291
-226,335
-90% -$12.3M 0.41% 43
2021
Q3 		$13.8M Buy
252,626
+17,011
+7% +$932K 4.21% 7
2021
Q2 		$12.9M Buy
235,615
+131,571
+126% +$7.21M 4.24% 6
2021
Q1 		$5.69M Sell
104,044
-6,584
-6% -$362K 2.02% 13
2020
Q4 		$6.1M Buy
110,628
+11,944
+12% +$657K 2.39% 11
2020
Q3 		$5.42M Buy
98,684
+4,431
+5% +$243K 2.42% 13
2020
Q2 		$5.16M Buy
+94,253
New +$5.08M 2.62% 12

Other funds holding IGSB

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lineweaver Wealth Advisors's IGSB Position: Q4 2023 in Review

Lineweaver Wealth Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2023, closing a stake of 6,200 shares — an estimated $309K sold.

Lineweaver Wealth Advisors first reported a position in IGSB in Q2 2020 and held it in 14 quarters. The position peaked at $13.8M in Q3 2021. 917 funds tracked by Wall St. Rank hold IGSB as of Q4 2023.

  • Lineweaver Wealth Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 6,200 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $309K.
  • Lineweaver Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and held it in 14 quarters.
  • Lineweaver Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $13.8M in Q3 2021.
  • 917 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Lineweaver Wealth Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.