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Sharkey, Howes & Javer’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Sharkey, Howes & Javer’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
-6,233
Closed -$311K – 98
2022
Q4 		$311K Buy
6,233
+871
+16% +$43.1K 0.07% 81
2022
Q3 		$264K Sell
5,362
-1,488
-22% -$75.1K 0.06% 96
2022
Q2 		$346K Sell
6,850
-343
-5% -$17.5K 0.08% 68
2022
Q1 		$372K Sell
7,193
-7,147
-50% -$377K 0.09% 60
2021
Q4 		$773K Sell
14,340
-127,832
-90% -$6.92M 0.17% 52
2021
Q3 		$7.77M Sell
142,172
-150,086
-51% -$8.22M 2.01% 16
2021
Q2 		$16M Buy
292,258
+45,077
+18% +$2.47M 4.25% 6
2021
Q1 		$13.5M Buy
247,181
+92,555
+60% +$5.08M 4.23% 6
2020
Q4 		$8.53M Buy
154,626
+10,505
+7% +$578K 2.85% 11
2020
Q3 		$7.91M Buy
144,121
+20,466
+17% +$1.12M 3.01% 11
2020
Q2 		$6.76M Buy
+123,655
New +$6.66M 2.99% 11
2015
Q2 		– Sell
-2,764
Closed -$146K – 214
2015
Q1 		$146K Buy
+2,764
New +$146K 0.09% 52

Other funds holding IGSB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sharkey, Howes & Javer's IGSB Position: Q1 2023 in Review

Sharkey, Howes & Javer sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2023, closing a stake of 6,233 shares — an estimated $311K sold.

Sharkey, Howes & Javer first reported a position in IGSB in Q1 2015 and held it in 12 quarters. The position peaked at $16M in Q2 2021. 900 funds tracked by Wall St. Rank hold IGSB as of Q1 2023.

  • Sharkey, Howes & Javer reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 6,233 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $311K.
  • Sharkey, Howes & Javer first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2015 and held it in 12 quarters.
  • Sharkey, Howes & Javer's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $16M in Q2 2021.
  • 900 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Sharkey, Howes & Javer's 13F filing for Q1 2023, filed 18 Apr 2023.