MFT
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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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return