SPX Gestao de Recursos’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

SPX Gestao de Recursos’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	-4,950,070	Closed	-$254M	–	99
2023 Q4	$254M	Sell	4,950,070 -519,118	-9%	-$26.1M	19.61%	1
2023 Q3	$273M	Buy	5,469,188 +496,720	+10%	+$24.9M	14.34%	2
2023 Q2	$249M	Sell	4,972,468 -106,688	-2%	-$5.37M	11.82%	1
2023 Q1	$257M	Buy	5,079,156 +1,983,672	+64%	+$99.6M	16.97%	1
2022 Q4	$154M	Buy	+3,095,484	New	+$153M	16.65%	1

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

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

SPX Gestao de Recursos's IGSB Position: Q1 2024 in Review

SPX Gestao de Recursos sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2024, closing a stake of 4,950,070 shares — an estimated $254M sold.

SPX Gestao de Recursos first reported a position in IGSB in Q4 2022 and held it in 5 quarters. The position peaked at $273M in Q3 2023. 887 funds tracked by Wall St. Rank hold IGSB as of Q1 2024.

SPX Gestao de Recursos reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
SPX Gestao de Recursos sold 4,950,070 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $254M.
SPX Gestao de Recursos first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and held it in 5 quarters.
SPX Gestao de Recursos's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $273M in Q3 2023.
887 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2024.

Based on SPX Gestao de Recursos's 13F filing for Q1 2024, filed 23 Aug 2024.