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

Riversedge 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
2024 Q3	–	Sell	-149,299	Closed	-$7.65M	–	102
2024 Q2	$7.65M	Buy	149,299 +67,537	+83%	+$3.45M	1.87%	17
2024 Q1	$4.19M	Sell	81,762 -47,939	-37%	-$2.45M	1.03%	21
2023 Q4	$6.65M	Sell	129,701 -176,908	-58%	-$8.88M	1.82%	17
2023 Q3	$15.3M	Buy	306,609 +29,579	+11%	+$1.48M	4.51%	8
2023 Q2	$13.9M	Buy	277,030 +189,249	+216%	+$9.53M	3.81%	10
2023 Q1	$4.44M	Buy	+87,781	New	+$4.41M	1.29%	22

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

BlackRock New York $6.73T AUM 46.02% 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

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

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Riversedge Advisors's IGSB Position: Q3 2024 in Review

Riversedge Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2024, closing a stake of 149,299 shares — an estimated $7.65M sold.

Riversedge Advisors first reported a position in IGSB in Q1 2023 and held it in 6 quarters. The position peaked at $15.3M in Q3 2023. 892 funds tracked by Wall St. Rank hold IGSB as of Q3 2024.

Riversedge Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Riversedge Advisors sold 149,299 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $7.65M.
Riversedge Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2023 and held it in 6 quarters.
Riversedge Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $15.3M in Q3 2023.
892 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Riversedge Advisors's 13F filing for Q3 2024, filed 16 Oct 2024.