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

Tradition Wealth Management’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
-1,129
Closed -$58K – 776
2023
Q4 		$58K Buy
1,129
+4
+0.4% +$201 0.01% 590
2023
Q3 		$56K Buy
1,125
+4
+0.4% +$200 0.01% 575
2023
Q2 		$56K Sell
1,121
-213
-16% -$10.7K 0.01% 594
2023
Q1 		$67K Buy
1,334
+218
+20% +$10.9K 0.01% 541
2022
Q4 		$56K Buy
1,116
+3
+0.3% +$149 0.01% 503
2022
Q3 		$55K Sell
1,113
-73
-6% -$3.68K 0.01% 483
2022
Q2 		$60K Buy
1,186
+76
+7% +$3.87K 0.01% 432
2022
Q1 		$57K Sell
1,110
-570
-34% -$30K 0.01% 482
2021
Q4 		$91K Sell
1,680
-36,776
-96% -$1.99M 0.01% 421
2021
Q3 		$2.1M Sell
38,456
-32,430
-46% -$1.78M 0.3% 81
2021
Q2 		$3.88M Buy
70,886
+20,257
+40% +$1.11M 0.58% 49
2021
Q1 		$2.77M Buy
50,629
+13,399
+36% +$736K 0.48% 66
2020
Q4 		$2.05M Buy
+37,230
New +$2.05M 0.4% 62

Other funds holding IGSB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
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

Tradition Wealth Management's IGSB Position: Q1 2024 in Review

Tradition Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2024, closing a stake of 1,129 shares — an estimated $58K sold.

Tradition Wealth Management first reported a position in IGSB in Q4 2020 and held it in 13 quarters. The position peaked at $3.88M in Q2 2021. 887 funds tracked by Wall St. Rank hold IGSB as of Q1 2024.

  • Tradition Wealth Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 1,129 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $58K.
  • Tradition Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 13 quarters.
  • Tradition Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $3.88M in Q2 2021.
  • 887 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.