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Plante Moran Financial Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Plante Moran Financial Advisors’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
-50
Closed -$2.53K – 834
2023
Q1 		$2.53K Buy
50
+5
+11% +$251 ﹤0.01% 691
2022
Q4 		$2.24K Sell
45
-211
-82% -$10.4K ﹤0.01% 735
2022
Q3 		$13K Buy
+256
New +$12.9K ﹤0.01% 543
2021
Q4 		– Sell
-96
Closed -$5K – 1051
2021
Q3 		$5K Buy
+96
New +$5.26K ﹤0.01% 785
2021
Q1 		– Sell
-386
Closed -$21K – 1048
2020
Q4 		$21K Buy
+386
New +$21.2K 0.01% 524
2019
Q4 		– Sell
-100
Closed -$5K – 817
2019
Q3 		$5K Buy
+100
New +$5.35K ﹤0.01% 685
2019
Q1 		– Sell
-1,013
Closed -$52K – 856
2018
Q4 		$52K Sell
1,013
-135
-12% -$6.96K 0.02% 279
2018
Q3 		$60K Buy
1,148
+16
+1% +$830 0.02% 269
2018
Q2 		$59K Hold
1,132
– – 0.03% 299
2018
Q1 		$59K Buy
1,132
+6
+0.5% +$312 0.03% 313
2017
Q4 		$59K Hold
1,126
– – 0.03% 306
2017
Q3 		$59K Buy
1,126
+308
+38% +$16.2K 0.04% 272
2017
Q2 		$43K Buy
818
+18
+2% +$947 0.03% 346
2017
Q1 		$42K Sell
800
-68
-8% -$3.57K 0.03% 352
2016
Q4 		$46K Buy
+868
New +$45.6K 0.03% 343

Other funds holding IGSB

JHU
Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Plante Moran Financial Advisors's IGSB Position: Q2 2023 in Review

Plante Moran Financial Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2023, closing a stake of 50 shares — an estimated $2.53K sold.

Plante Moran Financial Advisors first reported a position in IGSB in Q4 2016 and held it in 15 quarters. The position peaked at $60K in Q3 2018. 880 funds tracked by Wall St. Rank hold IGSB as of Q2 2023.

  • Plante Moran Financial Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 50 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $2.53K.
  • Plante Moran Financial Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2016 and held it in 15 quarters.
  • Plante Moran Financial Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $60K in Q3 2018.
  • 880 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.