MFG
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Monumental Financial Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Monumental Financial Group’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
Q2 		– Sell
-695
Closed -$35K – 62
2023
Q1 		$35K Buy
+695
New +$34.9K 0.03% 65

Other funds holding IGSB

JHU
Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Monumental Financial Group's IGSB Position: Q2 2023 in Review

Monumental Financial Group sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2023, closing a stake of 695 shares — an estimated $35K sold.

Monumental Financial Group first reported a position in IGSB in Q1 2023 and held it in 1 quarter. The position peaked at $35K in Q1 2023. 880 funds tracked by Wall St. Rank hold IGSB as of Q2 2023.

  • Monumental Financial Group reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Monumental Financial Group sold 695 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $35K.
  • Monumental Financial Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2023 and held it in 1 quarter.
  • Monumental Financial Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $35K in Q1 2023.
  • 880 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Monumental Financial Group's 13F filing for Q2 2023, filed 11 Jul 2023.