Source Financial Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Source Financial Advisors’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 Q3	$4.17M	Buy	79,201 +21	+0%	+$1.09K	1.23%	18
2024 Q2	$4.06M	Sell	79,180 -1,764	-2%	-$90K	1.25%	18
2024 Q1	$4.15M	Buy	80,944 +6,318	+8%	+$323K	1.26%	17
2023 Q4	$3.83M	Buy	74,626 +10,879	+17%	+$546K	1.19%	20
2023 Q3	$3.18M	Buy	63,747 +13,108	+26%	+$656K	1.07%	21
2023 Q2	$2.54M	Buy	50,639 +3,710	+8%	+$187K	0.83%	27
2023 Q1	$2.37M	Buy	+46,929	New	+$2.36M	0.79%	24

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 $4.81B AUM 4.62% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Source Financial Advisors's IGSB Position: Q3 2024 in Review

Source Financial Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.03% in Q3 2024, buying an estimated $1.09K and bringing the position to 79,201 shares worth $4.17M. The position accounts for 1.23% of the portfolio, ranked #18.

Source Financial Advisors first reported a position in IGSB in Q1 2023 and has held it in 7 quarters since. 890 funds tracked by Wall St. Rank hold IGSB as of Q3 2024.

Source Financial Advisors held 79,201 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $4.17M as of Q3 2024.
Source Financial Advisors bought 21 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $1.09K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.23% of Source Financial Advisors's portfolio in Q3 2024, its #18 holding.
Source Financial Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 7 quarters since.
890 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.