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

Sutton Wealth 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
2023
Q3 		$465K Sell
9,330
-294
-3% -$14.7K 0.23% 68
2023
Q2 		$483K Sell
9,624
-261
-3% -$13.1K 0.23% 68
2023
Q1 		$500K Sell
9,885
-190
-2% -$9.54K 0.27% 63
2022
Q4 		$502K Sell
10,075
-678
-6% -$33.6K 0.19% 82
2022
Q3 		$530K Sell
10,753
-961
-8% -$48.5K 0.22% 73
2022
Q2 		$592K Sell
11,714
-2,666
-19% -$136K 0.24% 72
2022
Q1 		$744K Sell
14,380
-2,655
-16% -$140K 0.26% 68
2021
Q4 		$918K Sell
17,035
-1,586
-9% -$85.9K 0.31% 53
2021
Q3 		$1.02M Sell
18,621
-393
-2% -$21.5K 0.38% 46
2021
Q2 		$1.04M Buy
19,014
+94
+0.5% +$5.15K 0.38% 46
2021
Q1 		$1.03M Sell
18,920
-143
-0.8% -$7.85K 0.41% 46
2020
Q4 		$1.05M Sell
19,063
-78
-0.4% -$4.29K 0.45% 43
2020
Q3 		$1.05M Sell
19,141
-474
-2% -$26K 0.51% 40
2020
Q2 		$1.07M Buy
19,615
+3,476
+22% +$187K 0.56% 35
2020
Q1 		$845K Buy
16,139
+234
+1% +$12.5K 0.53% 40
2019
Q4 		$853K Sell
15,905
-20
-0.1% -$1.07K 0.44% 46
2019
Q3 		$855K Sell
15,925
-401
-2% -$21.5K 0.48% 43
2019
Q2 		$872K Sell
16,326
-123
-0.7% -$6.5K 0.5% 38
2019
Q1 		$869K Sell
16,449
-973
-6% -$50.8K 0.51% 36
2018
Q4 		$900K Sell
17,422
-5,108
-23% -$263K 0.58% 32
2018
Q3 		$1.17M Sell
22,530
-688
-3% -$35.7K 0.77% 19
2018
Q2 		$1.2M Sell
23,218
-4,176
-15% -$216K 0.84% 17
2018
Q1 		$1.42M Sell
27,394
-2,552
-9% -$133K 1.02% 16
2017
Q4 		$1.57M Sell
29,946
-2,016
-6% -$106K 1.15% 14
2017
Q3 		$1.68M Buy
31,962
+698
+2% +$36.8K 1.29% 13
2017
Q2 		$1.65M Buy
31,264
+822
+3% +$43.3K 1.3% 13
2017
Q1 		$1.6M Sell
30,442
-400
-1% -$21K 1.34% 12
2016
Q4 		$1.62M Sell
30,842
-482
-2% -$25.3K 1.45% 11
2016
Q3 		$1.66M Sell
31,324
-2,076
-6% -$110K 1.51% 11
2016
Q2 		$1.77M Sell
33,400
-982
-3% -$51.8K 1.67% 11
2016
Q1 		$1.81M Buy
+34,382
New +$1.8M 1.72% 9

Other funds holding IGSB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sutton Wealth Advisors's IGSB Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 3.1% in Q3 2023, selling an estimated $14.7K and leaving 9,330 shares worth $465K. The position accounts for 0.23% of the portfolio, ranked #68.

Sutton Wealth Advisors first reported a position in IGSB in Q1 2016 and has held it in 31 quarters since. The position peaked at $1.81M in Q1 2016. 873 funds tracked by Wall St. Rank hold IGSB as of Q3 2023.

  • Sutton Wealth Advisors held 9,330 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $465K as of Q3 2023.
  • Sutton Wealth Advisors sold 294 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $14.7K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.23% of Sutton Wealth Advisors's portfolio in Q3 2023, its #68 holding.
  • Sutton Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.81M in Q1 2016.
  • 873 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.