MRA Advisory Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

MRA Advisory 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
2024 Q1	–	Sell	-122,780	Closed	-$6.3M	–	113
2023 Q4	$6.3M	Buy	122,780 +7,212	+6%	+$362K	4.15%	7
2023 Q3	$5.76M	Sell	115,568 -20,771	-15%	-$1.04M	4.11%	2
2023 Q2	$6.84M	Buy	136,339 +45,057	+49%	+$2.27M	4.71%	2
2023 Q1	$4.61M	Buy	91,282 +21,486	+31%	+$1.08M	3.33%	6
2022 Q4	$3.48M	Buy	69,796 +6,377	+10%	+$316K	2.73%	16
2022 Q3	$3.12M	Buy	63,419 +7,363	+13%	+$372K	2.65%	15
2022 Q2	$2.83M	Sell	56,056 -877	-2%	-$44.7K	2.48%	16
2022 Q1	$2.94M	Buy	56,933 +5,010	+10%	+$264K	2.24%	16
2021 Q4	$2.8M	Buy	51,923 +1,398	+3%	+$75.7K	2.16%	19
2021 Q3	$2.76M	Sell	50,525 -1,458	-3%	-$79.9K	2.35%	14
2021 Q2	$2.85M	Sell	51,983 -9,078	-15%	-$497K	2.44%	14
2021 Q1	$3.34M	Sell	61,061 -4,275	-7%	-$235K	3.14%	8
2020 Q4	$3.6M	Buy	+65,336	New	+$3.59M	3.54%	4

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

MRA Advisory Group's IGSB Position: Q1 2024 in Review

MRA Advisory Group sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2024, closing a stake of 122,780 shares — an estimated $6.3M sold.

MRA Advisory Group first reported a position in IGSB in Q4 2020 and held it in 13 quarters. The position peaked at $6.84M in Q2 2023. 887 funds tracked by Wall St. Rank hold IGSB as of Q1 2024.

MRA Advisory Group reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
MRA Advisory Group sold 122,780 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $6.3M.
MRA Advisory Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 13 quarters.
MRA Advisory Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $6.84M in Q2 2023.
887 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2024.

Based on MRA Advisory Group's 13F filing for Q1 2024, filed 3 May 2024.