Moody National Bank Trust Division’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Moody National Bank Trust Division’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	-32,949	Closed	-$1.74M	–	487
2024 Q3	$1.74M	Hold	32,949	–	–	0.19%	127
2024 Q2	$1.69M	Hold	32,949	–	–	0.13%	106
2024 Q1	$1.69M	Hold	32,949	–	–	0.13%	109
2023 Q4	$1.69M	Hold	32,949	–	–	0.13%	119
2023 Q3	$1.64M	Hold	32,949	–	–	0.11%	147
2023 Q2	$1.65M	Buy	32,949 +2,979	+10%	+$150K	0.11%	136
2023 Q1	$1.51M	Hold	29,970	–	–	0.13%	136
2022 Q4	$1.49M	Hold	29,970	–	–	0.13%	135
2022 Q3	$1.48M	Hold	29,970	–	–	0.15%	128
2022 Q2	$1.51M	Buy	+29,970	New	+$1.53M	0.16%	109

Other funds holding IGSB

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

MMI

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JSTA

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

NYL Investors New York $265M AUM 3.93% 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

Moody National Bank Trust Division's IGSB Position: Q4 2024 in Review

Moody National Bank Trust Division sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2024, closing a stake of 32,949 shares — an estimated $1.74M sold.

Moody National Bank Trust Division first reported a position in IGSB in Q2 2022 and held it in 10 quarters. The position peaked at $1.74M in Q3 2024. 956 funds tracked by Wall St. Rank hold IGSB as of Q4 2024.

Moody National Bank Trust Division reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Moody National Bank Trust Division sold 32,949 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $1.74M.
Moody National Bank Trust Division first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2022 and held it in 10 quarters.
Moody National Bank Trust Division's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.74M in Q3 2024.
956 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Moody National Bank Trust Division's 13F filing for Q4 2024, filed 13 Jan 2025.