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TAP Consulting’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

TAP Consulting’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
Q1 		– Sell
-9,686
Closed -$483K – 141
2022
Q4 		$483K Buy
9,686
+83
+0.9% +$4.11K 0.13% 97
2022
Q3 		$473K Buy
9,603
+49
+0.5% +$2.47K 0.13% 94
2022
Q2 		$483K Buy
9,554
+41
+0.4% +$2.09K 0.13% 88
2022
Q1 		$492K Buy
9,513
+23
+0.2% +$1.21K 0.13% 96
2021
Q4 		$511K Buy
9,490
+64
+0.7% +$3.46K 0.12% 101
2021
Q3 		$515K Buy
9,426
+35
+0.4% +$1.92K 0.14% 98
2021
Q2 		$515K Sell
9,391
-914
-9% -$50.1K 0.14% 98
2021
Q1 		$563K Sell
10,305
-97
-0.9% -$5.33K 0.17% 91
2020
Q4 		$574K Sell
10,402
-36,704
-78% -$2.02M 0.21% 90
2020
Q3 		$2.59M Buy
47,106
+245
+0.5% +$13.5K 1.02% 35
2020
Q2 		$2.56M Buy
46,861
+305
+0.7% +$16.4K 1.26% 33
2020
Q1 		$2.44M Buy
46,556
+2,996
+7% +$159K 1.64% 22
2019
Q4 		$2.34M Buy
43,560
+435
+1% +$23.3K 1.3% 28
2019
Q3 		$2.31M Buy
+43,125
New +$2.31M 1.37% 28

Other funds holding IGSB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TAP Consulting's IGSB Position: Q1 2023 in Review

TAP Consulting sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2023, closing a stake of 9,686 shares — an estimated $483K sold.

TAP Consulting first reported a position in IGSB in Q3 2019 and held it in 14 quarters. The position peaked at $2.59M in Q3 2020. 900 funds tracked by Wall St. Rank hold IGSB as of Q1 2023.

  • TAP Consulting reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • TAP Consulting sold 9,686 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $483K.
  • TAP Consulting first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2019 and held it in 14 quarters.
  • TAP Consulting's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.59M in Q3 2020.
  • 900 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2023.

Based on TAP Consulting's 13F filing for Q1 2023, filed 18 Apr 2023.