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

McGlone Suttner 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	-70,262	Closed	-$3.6M	–	176
2024 Q2	$3.6M	Buy	70,262 +64,285	+1,076%	+$3.28M	0.74%	18
2024 Q1	$306K	Sell	5,977 -64,285	-91%	-$3.29M	0.06%	133
2023 Q4	$3.6M	Sell	70,262 -112,905	-62%	-$5.67M	0.71%	18
2023 Q3	$9.13M	Sell	183,167 -120,846	-40%	-$6.05M	2.12%	10
2023 Q2	$15.3M	Sell	304,013 -9,782	-3%	-$493K	3.48%	7
2023 Q1	$15.9M	Buy	313,795 +88,388	+39%	+$4.44M	4.08%	6
2022 Q4	$11.2M	Buy	+225,407	New	+$11.2M	3.56%	7

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

BlackRock New York $5.72T AUM 30.48% 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

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

McGlone Suttner Wealth Management's IGSB Position: Q3 2024 in Review

McGlone Suttner Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2024, closing a stake of 70,262 shares — an estimated $3.6M sold.

McGlone Suttner Wealth Management first reported a position in IGSB in Q4 2022 and held it in 7 quarters. The position peaked at $15.9M in Q1 2023. 890 funds tracked by Wall St. Rank hold IGSB as of Q3 2024.

McGlone Suttner 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.
McGlone Suttner Wealth Management sold 70,262 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $3.6M.
McGlone Suttner Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and held it in 7 quarters.
McGlone Suttner Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $15.9M in Q1 2023.
890 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q3 2024, filed 10 Oct 2024.