Moisand Fitzgerald Tamayo’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Moisand Fitzgerald Tamayo’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	-3,483	Closed	-$183K	–	615
2024 Q3	$183K	Buy	+3,483	New	+$181K	0.03%	119
2020 Q3	–	Sell	-415	Closed	-$23K	–	344
2020 Q2	$23K	Buy	+415	New	+$22.4K	0.01%	143
2016 Q2	–	Sell	-108	Closed	-$6K	–	113
2016 Q1	$6K	Hold	108	–	–	﹤0.01%	176
2015 Q4	$6K	Buy	+108	New	+$5.67K	0.01%	167

Other funds holding IGSB

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

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

MMI

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

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

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

JSTA

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

NYL Investors New York $261M AUM 5.93% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Moisand Fitzgerald Tamayo's IGSB Position: Q4 2024 in Review

Moisand Fitzgerald Tamayo sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2024, closing a stake of 3,483 shares — an estimated $183K sold.

Moisand Fitzgerald Tamayo first reported a position in IGSB in Q4 2015 and held it in 4 quarters. The position peaked at $183K in Q3 2024. 958 funds tracked by Wall St. Rank hold IGSB as of Q4 2024.

Moisand Fitzgerald Tamayo reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 3,483 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $183K.
Moisand Fitzgerald Tamayo first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2015 and held it in 4 quarters.
Moisand Fitzgerald Tamayo's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $183K in Q3 2024.
958 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2024, filed 4 Feb 2025.