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Shared Vision Wealth Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Shared Vision Wealth 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
2024
Q4 		– Sell
-10,969
Closed -$578K – 76
2024
Q3 		$578K Buy
10,969
+90
+0.8% +$4.68K 0.31% 42
2024
Q2 		$557K Buy
10,879
+67
+0.6% +$3.42K 0.32% 43
2024
Q1 		$554K Sell
10,812
-2,639
-20% -$135K 0.35% 42
2023
Q4 		$690K Buy
+13,451
New +$675K 0.46% 31

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Koshinski Asset Management
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
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
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Shared Vision Wealth Group's IGSB Position: Q4 2024 in Review

Shared Vision Wealth Group sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2024, closing a stake of 10,969 shares — an estimated $578K sold.

Shared Vision Wealth Group first reported a position in IGSB in Q4 2023 and held it in 4 quarters. The position peaked at $690K in Q4 2023. 955 funds tracked by Wall St. Rank hold IGSB as of Q4 2024.

  • Shared Vision Wealth Group reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Shared Vision Wealth Group sold 10,969 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $578K.
  • Shared Vision Wealth Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
  • Shared Vision Wealth Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $690K in Q4 2023.
  • 955 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Shared Vision Wealth Group's 13F filing for Q4 2024, filed 6 Feb 2025.