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

Salem Investment Counselors’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 Q1	–	Sell	-756	Closed	-$38.8K	–	1196
2023 Q4	$38.8K	Buy	756 +446	+144%	+$22.4K	﹤0.01%	591
2023 Q3	$15.4K	Hold	310	–	–	﹤0.01%	719
2023 Q2	$15.6K	Hold	310	–	–	﹤0.01%	746
2023 Q1	$15.7K	Hold	310	–	–	﹤0.01%	736
2022 Q4	$15.4K	Hold	310	–	–	﹤0.01%	703
2022 Q3	$15K	Hold	310	–	–	﹤0.01%	680
2022 Q2	$16K	Buy	+310	New	+$15.8K	﹤0.01%	701
2021 Q2	–	Sell	-1	Closed	–	–	931
2021 Q1	$0	Buy	+1	New	+$55	﹤0.01%	882
2020 Q4	–	Sell	-103	Closed	-$5K	–	812
2020 Q3	$5K	Buy	+103	New	+$5.66K	﹤0.01%	609

Other funds holding IGSB

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

JHU

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

Salem Investment Counselors's IGSB Position: Q1 2024 in Review

Salem Investment Counselors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2024, closing a stake of 756 shares — an estimated $38.8K sold.

Salem Investment Counselors first reported a position in IGSB in Q3 2020 and held it in 9 quarters. The position peaked at $38.8K in Q4 2023. 888 funds tracked by Wall St. Rank hold IGSB as of Q1 2024.

Salem Investment Counselors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Salem Investment Counselors sold 756 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $38.8K.
Salem Investment Counselors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2020 and held it in 9 quarters.
Salem Investment Counselors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $38.8K in Q4 2023.
888 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Salem Investment Counselors's 13F filing for Q1 2024, filed 11 Apr 2024.