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Naples Money Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Naples Money Management’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
Q3 		$105 Hold
2
– – ﹤0.01% 375
2024
Q2 		$102 Hold
2
– – ﹤0.01% 389
2024
Q1 		$103 Hold
2
– – ﹤0.01% 391
2023
Q4 		$103 Buy
+2
New +$100 ﹤0.01% 405

Other funds holding IGSB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Naples Money Management's IGSB Position: Q3 2024 in Review

Naples Money Management held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q3 2024 at 2 shares worth $105. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Naples Money Management first reported a position in IGSB in Q4 2023 and has held it in 4 quarters since. 891 funds tracked by Wall St. Rank hold IGSB as of Q3 2024.

  • Naples Money Management held 2 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $105 as of Q3 2024.
  • Naples Money Management left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q3 2024.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Naples Money Management's portfolio in Q3 2024, its #375 holding.
  • Naples Money Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 4 quarters since.
  • 891 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.