New York Life Investment Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

New York Life Investment 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
2023 Q2	–	Sell	-1,285,257	Closed	-$65M	–	1329
2023 Q1	$65M	Buy	1,285,257 +97,933	+8%	+$4.92M	0.72%	20
2022 Q4	$59.2M	Buy	1,187,324 +51,537	+5%	+$2.55M	0.68%	20
2022 Q3	$56M	Sell	1,135,787 -158,730	-12%	-$8.01M	0.68%	22
2022 Q2	$65.4M	Buy	+1,294,517	New	+$65.9M	0.76%	21
2018 Q1	–	Sell	-219,548	Closed	-$11.5M	–	31
2017 Q4	$11.5M	Buy	219,548 +153,472	+232%	+$8.05M	0.8%	23
2017 Q3	$3.48M	Buy	+66,076	New	+$3.48M	0.28%	27

Other funds holding IGSB

JHU

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JSTA

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

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

MMI

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

New York Life Investment Management's IGSB Position: Q2 2023 in Review

New York Life Investment Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2023, closing a stake of 1,285,257 shares — an estimated $65M sold.

New York Life Investment Management first reported a position in IGSB in Q3 2017 and held it in 6 quarters. The position peaked at $65.4M in Q2 2022. 881 funds tracked by Wall St. Rank hold IGSB as of Q2 2023.

New York Life Investment Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
New York Life Investment Management sold 1,285,257 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $65M.
New York Life Investment Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2017 and held it in 6 quarters.
New York Life Investment Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $65.4M in Q2 2022.
881 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2023.

Based on New York Life Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.