Mine & Arao Wealth Creation & Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Mine & Arao Wealth Creation & 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 Q2	–	Sell	-196	Closed	-$10K	–	211
2024 Q1	$10K	Buy	196 +1	+0.5%	+$51	0.01%	215
2023 Q4	$9.99K	Buy	195 +3	+2%	+$151	0.01%	215
2023 Q3	$9.59K	Buy	192 +1	+0.5%	+$50	0.01%	213
2023 Q2	$9.57K	Buy	191 +2	+1%	+$101	0.01%	226
2023 Q1	$9.57K	Buy	189 +1	+0.5%	+$50	0.01%	226
2022 Q4	$9.39K	Buy	188 +1	+0.5%	+$50	0.01%	222
2022 Q3	$9K	Buy	187 +1	+0.5%	+$50	0.01%	230
2022 Q2	$9K	Buy	186 +1	+0.5%	+$51	0.01%	232
2022 Q1	$10K	Hold	185	–	–	0.01%	228
2021 Q4	$10K	Buy	185 +2	+1%	+$108	0.01%	231
2021 Q3	$10K	Hold	183	–	–	0.01%	229
2021 Q2	$10K	Buy	183 +1	+0.5%	+$55	0.01%	219
2021 Q1	$10K	Buy	182 +1	+0.6%	+$55	0.01%	211
2020 Q4	$10K	Buy	181 +1	+0.6%	+$55	0.01%	204
2020 Q3	$10K	Buy	+180	New	+$9.89K	0.01%	196

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

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

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

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

Mine & Arao Wealth Creation & Management's IGSB Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2024, closing a stake of 196 shares — an estimated $10K sold.

Mine & Arao Wealth Creation & Management first reported a position in IGSB in Q3 2020 and held it in 15 quarters. The position peaked at $10K in Q1 2024. 876 funds tracked by Wall St. Rank hold IGSB as of Q2 2024.

Mine & Arao Wealth Creation & Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 196 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $10K.
Mine & Arao Wealth Creation & Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2020 and held it in 15 quarters.
Mine & Arao Wealth Creation & Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $10K in Q1 2024.
876 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.