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Steph & Co’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Steph & Co’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
-1,933
Closed -$102K – 291
2024
Q3 		$102K Buy
+1,933
New +$101K 0.03% 157

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

Steph & Co's IGSB Position: Q4 2024 in Review

Steph & Co sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2024, closing a stake of 1,933 shares — an estimated $102K sold.

Steph & Co first reported a position in IGSB in Q3 2024 and held it in 1 quarter. The position peaked at $102K in Q3 2024. 955 funds tracked by Wall St. Rank hold IGSB as of Q4 2024.

  • Steph & Co reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Steph & Co sold 1,933 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $102K.
  • Steph & Co first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Steph & Co's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $102K in Q3 2024.
  • 955 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Steph & Co's 13F filing for Q4 2024, filed 14 Jan 2025.