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Peninsula Wealth’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Peninsula Wealth’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 		$567K Sell
10,976
-12,004
-52% -$624K 0.1% 66
2024
Q3 		$1.2M Buy
22,980
+2,464
+12% +$128K 0.21% 46
2024
Q2 		$1.06M Sell
20,516
-667
-3% -$34K 0.2% 50
2024
Q1 		$1.09M Sell
21,183
-4,166
-16% -$213K 0.22% 45
2023
Q4 		$1.3M Buy
+25,349
New +$1.27M 0.27% 39

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 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

Peninsula Wealth's IGSB Position: Q4 2024 in Review

Peninsula Wealth reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 52% in Q4 2024, selling an estimated $624K and leaving 10,976 shares worth $567K. The position accounts for 0.1% of the portfolio, ranked #66.

Peninsula Wealth first reported a position in IGSB in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.3M in Q4 2023. 955 funds tracked by Wall St. Rank hold IGSB as of Q4 2024.

  • Peninsula Wealth held 10,976 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $567K as of Q4 2024.
  • Peninsula Wealth sold 12,004 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $624K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.1% of Peninsula Wealth's portfolio in Q4 2024, its #66 holding.
  • Peninsula Wealth first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • Peninsula Wealth's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.3M in Q4 2023.
  • 955 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.