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

Quantitative Strategies’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	$1.33M	Buy	25,796 +5,226	+25%	+$272K	0.71%	15
2024 Q3	$1.08M	Buy	20,570 +18	+0.1%	+$937	0.57%	15
2024 Q2	$1.05M	Buy	20,552 +546	+3%	+$27.9K	0.6%	15
2024 Q1	$1.03M	Buy	20,006 +639	+3%	+$32.7K	0.59%	15
2023 Q4	$993K	Sell	19,367 -350	-2%	-$17.6K	0.6%	15
2023 Q3	$982K	Buy	19,717 +2,581	+15%	+$129K	0.66%	15
2023 Q2	$860K	Buy	+17,136	New	+$863K	0.58%	15

Other funds holding IGSB

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

NYL Investors New York $265M AUM 3.93% 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

Quantitative Strategies's IGSB Position: Q4 2024 in Review

Quantitative Strategies increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 25% in Q4 2024, buying an estimated $272K and bringing the position to 25,796 shares worth $1.33M. The position accounts for 0.71% of the portfolio, ranked #15.

Quantitative Strategies first reported a position in IGSB in Q2 2023 and has held it in 7 quarters since. 955 funds tracked by Wall St. Rank hold IGSB as of Q4 2024.

Quantitative Strategies held 25,796 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.33M as of Q4 2024.
Quantitative Strategies bought 5,226 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $272K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.71% of Quantitative Strategies's portfolio in Q4 2024, its #15 holding.
Quantitative Strategies first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 7 quarters since.
955 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Quantitative Strategies's 13F filing for Q4 2024, filed 7 Feb 2025.