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Planning Capital Management Corporation’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Planning Capital Management Corporation’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
Q2 		– Sell
-200
Closed -$10.3K – 740
2024
Q1 		$10.3K Hold
200
– – 0.01% 418
2023
Q4 		$10.3K Buy
+200
New +$10K 0.01% 414

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

Planning Capital Management Corporation's IGSB Position: Q2 2024 in Review

Planning Capital Management Corporation sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2024, closing a stake of 200 shares — an estimated $10.3K sold.

Planning Capital Management Corporation first reported a position in IGSB in Q4 2023 and held it in 2 quarters. The position peaked at $10.3K in Q1 2024. 876 funds tracked by Wall St. Rank hold IGSB as of Q2 2024.

  • Planning Capital Management Corporation reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 200 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $10.3K.
  • Planning Capital Management Corporation first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and held it in 2 quarters.
  • Planning Capital Management Corporation's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $10.3K in Q1 2024.
  • 876 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Planning Capital Management Corporation's 13F filing for Q2 2024, filed 12 Aug 2024.