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Romano Brothers & Co’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Romano Brothers & Co’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
Q1 		– Sell
-550
Closed -$27.4K – 600
2022
Q4 		$27.4K Buy
+550
New +$27.2K ﹤0.01% 569

Other funds holding IGSB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Romano Brothers & Co's IGSB Position: Q1 2023 in Review

Romano Brothers & Co sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2023, closing a stake of 550 shares — an estimated $27.4K sold.

Romano Brothers & Co first reported a position in IGSB in Q4 2022 and held it in 1 quarter. The position peaked at $27.4K in Q4 2022. 900 funds tracked by Wall St. Rank hold IGSB as of Q1 2023.

  • Romano Brothers & Co reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 550 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $27.4K.
  • Romano Brothers & Co first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $27.4K in Q4 2022.
  • 900 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.