O'Dell Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

O'Dell 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	-646	Closed	-$33.1K	–	267
2023 Q4	$33.1K	Buy	+646	New	+$32.4K	0.01%	247
2023 Q3	–	Sell	-588	Closed	-$29.5K	–	257
2023 Q2	$29.5K	Buy	+588	New	+$29.6K	0.01%	246
2022 Q4	–	Sell	-440	Closed	-$22K	–	223
2022 Q3	$22K	Hold	440	–	–	0.01%	219
2022 Q2	$22K	Hold	440	–	–	0.01%	218
2022 Q1	$23K	Hold	440	–	–	0.01%	245
2021 Q4	$24K	Hold	440	–	–	0.01%	223
2021 Q3	$24K	Buy	+440	New	+$24.1K	0.01%	218

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

O'Dell Group's IGSB Position: Q1 2024 in Review

O'Dell Group sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2024, closing a stake of 646 shares — an estimated $33.1K sold.

O'Dell Group first reported a position in IGSB in Q3 2021 and held it in 7 quarters. The position peaked at $33.1K in Q4 2023. 887 funds tracked by Wall St. Rank hold IGSB as of Q1 2024.

O'Dell Group reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
O'Dell Group sold 646 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $33.1K.
O'Dell Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2021 and held it in 7 quarters.
O'Dell Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $33.1K in Q4 2023.
887 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.