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

Resource Consulting 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
2023
Q4 		$45.8M Buy
893,675
+7,640
+0.9% +$384K 7.85% 6
2023
Q3 		$44.2M Buy
886,035
+40,769
+5% +$2.04M 8.57% 6
2023
Q2 		$42.4M Buy
+845,266
New +$42.6M 8.38% 5

Other funds holding IGSB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Resource Consulting Group's IGSB Position: Q4 2023 in Review

Resource Consulting Group increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.86% in Q4 2023, buying an estimated $384K and bringing the position to 893,675 shares worth $45.8M. The position accounts for 7.85% of the portfolio, ranked #6.

Resource Consulting Group first reported a position in IGSB in Q2 2023 and has held it in 3 quarters since. 914 funds tracked by Wall St. Rank hold IGSB as of Q4 2023.

  • Resource Consulting Group held 893,675 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $45.8M as of Q4 2023.
  • Resource Consulting Group bought 7,640 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $384K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 7.85% of Resource Consulting Group's portfolio in Q4 2023, its #6 holding.
  • Resource Consulting Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 3 quarters since.
  • 914 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Resource Consulting Group's 13F filing for Q4 2023, filed 11 Jan 2024.