Robinson Value Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Robinson Value Management’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	–	Sell	-75	Closed	-$3.95K	–	78
2024 Q3	$3.95K	Hold	75	–	–	﹤0.01%	71
2024 Q2	$3.84K	Hold	75	–	–	﹤0.01%	70
2024 Q1	$3.85K	Hold	75	–	–	﹤0.01%	68
2023 Q4	$3.85K	Hold	75	–	–	﹤0.01%	79
2023 Q3	$3.74K	Hold	75	–	–	﹤0.01%	74
2023 Q2	$3.76K	Hold	75	–	–	﹤0.01%	73
2023 Q1	$3.79K	Hold	75	–	–	﹤0.01%	68
2022 Q4	$3.74K	Hold	75	–	–	﹤0.01%	71
2022 Q3	$4K	Hold	75	–	–	﹤0.01%	80
2022 Q2	$4K	Hold	75	–	–	﹤0.01%	68
2022 Q1	$4K	Sell	75 -475	-86%	-$25K	﹤0.01%	71
2021 Q4	$30K	Hold	550	–	–	0.02%	68
2021 Q3	$30K	Hold	550	–	–	0.03%	83
2021 Q2	$30K	Buy	+550	New	+$30.1K	0.02%	64

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

Robinson Value Management's IGSB Position: Q4 2024 in Review

Robinson Value Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2024, closing a stake of 75 shares — an estimated $3.95K sold.

Robinson Value Management first reported a position in IGSB in Q2 2021 and held it in 14 quarters. The position peaked at $30K in Q4 2021. 955 funds tracked by Wall St. Rank hold IGSB as of Q4 2024.

Robinson Value Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Robinson Value Management sold 75 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $3.95K.
Robinson Value Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2021 and held it in 14 quarters.
Robinson Value Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $30K in Q4 2021.
955 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Robinson Value Management's 13F filing for Q4 2024, filed 28 Jan 2025.