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

Peterson Financial 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 Q3	$8.74K	Buy	+166	New	+$8.64K	0.03%	222

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Peterson Financial Group's IGSB Position: Q3 2024 in Review

Peterson Financial Group opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2024: 166 shares worth $8.74K. The stake represents 0.03% of the portfolio and ranks #222 among its holdings.

891 funds tracked by Wall St. Rank hold IGSB as of Q3 2024.

Peterson Financial Group held 166 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $8.74K as of Q3 2024.
iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Peterson Financial Group position in Q3 2024.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.03% of Peterson Financial Group's portfolio in Q3 2024, its #222 holding.
891 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.