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

Prestige Wealth Management 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	-1,740	Closed	-$89.2K	–	1035
2023 Q4	$89.2K	Hold	1,740	–	–	0.02%	197
2023 Q3	$86.7K	Hold	1,740	–	–	0.02%	194
2023 Q2	$87.3K	Hold	1,740	–	–	0.02%	217
2023 Q1	$87.9K	Hold	1,740	–	–	0.02%	197
2022 Q4	$86.7K	Hold	1,740	–	–	0.02%	203
2022 Q3	$86K	Hold	1,740	–	–	0.02%	181
2022 Q2	$88K	Hold	1,740	–	–	0.02%	188
2022 Q1	$90K	Hold	1,740	–	–	0.02%	195
2021 Q4	$94K	Hold	1,740	–	–	0.02%	202
2021 Q3	$95K	Hold	1,740	–	–	0.02%	194
2021 Q2	$95K	Hold	1,740	–	–	0.03%	189
2021 Q1	$95K	Hold	1,740	–	–	0.03%	188
2020 Q4	$96K	Hold	1,740	–	–	0.03%	179
2020 Q3	$96K	Hold	1,740	–	–	0.03%	182
2020 Q2	$95K	Hold	1,740	–	–	0.03%	156
2020 Q1	$91K	Hold	1,740	–	–	0.04%	126
2019 Q4	$93K	Hold	1,740	–	–	0.05%	169
2019 Q3	$93K	Hold	1,740	–	–	0.05%	156
2019 Q2	$93K	Hold	1,740	–	–	0.06%	155
2019 Q1	$92K	Hold	1,740	–	–	0.06%	152
2018 Q4	$90K	Buy	+1,740	New	+$89.7K	0.07%	151

Other funds holding IGSB

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JHU

Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return

Prestige Wealth Management Group's IGSB Position: Q1 2024 in Review

Prestige Wealth Management Group sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2024, closing a stake of 1,740 shares — an estimated $89.2K sold.

Prestige Wealth Management Group first reported a position in IGSB in Q4 2018 and held it in 21 quarters. The position peaked at $96K in Q4 2020. 889 funds tracked by Wall St. Rank hold IGSB as of Q1 2024.

Prestige Wealth Management Group reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Prestige Wealth Management Group sold 1,740 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $89.2K.
Prestige Wealth Management Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2018 and held it in 21 quarters.
Prestige Wealth Management Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $96K in Q4 2020.
889 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Prestige Wealth Management Group's 13F filing for Q1 2024, filed 26 Apr 2024.