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

Syverson Strege & 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
2023 Q2	–	Sell	-2	Closed	-$116	–	319
2023 Q1	$116	Hold	2	–	–	﹤0.01%	660
2022 Q4	$113	Sell	2 -2	-50%	-$99	﹤0.01%	311
2022 Q3	$0	Hold	4	–	–	﹤0.01%	308
2022 Q2	$0	Hold	4	–	–	﹤0.01%	332
2022 Q1	$0	Hold	4	–	–	﹤0.01%	315
2021 Q4	$0	Hold	4	–	–	﹤0.01%	384
2021 Q3	$0	Hold	4	–	–	﹤0.01%	458
2021 Q2	$0	Sell	4 -72	-95%	-$3.94K	﹤0.01%	278
2021 Q1	$4K	Sell	76 -9	-11%	-$494	﹤0.01%	223
2020 Q4	$5K	Buy	+85	New	+$4.67K	﹤0.01%	201

Other funds holding IGSB

JHU

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MMI

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Syverson Strege & Co's IGSB Position: Q2 2023 in Review

Syverson Strege & Co sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2023, closing a stake of 2 shares — an estimated $116 sold.

Syverson Strege & Co first reported a position in IGSB in Q4 2020 and held it in 10 quarters. The position peaked at $5K in Q4 2020. 880 funds tracked by Wall St. Rank hold IGSB as of Q2 2023.

Syverson Strege & Co reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 2 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $116.
Syverson Strege & Co first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $5K in Q4 2020.
880 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.