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

Triad Financial 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	$249K	Buy	5,004 +43	+0.9%	+$2.15K	0.09%	87
2023 Q2	$249K	Sell	4,961 -967	-16%	-$48.7K	0.1%	85
2023 Q1	$300K	Sell	5,928 -76	-1%	-$3.82K	0.13%	75
2022 Q4	$299K	Hold	6,004	–	–	0.13%	78
2022 Q3	$296K	Hold	6,004	–	–	0.16%	76
2022 Q2	$304K	Hold	6,004	–	–	0.17%	75
2022 Q1	$311K	Hold	6,004	–	–	0.17%	76
2021 Q4	$323K	Buy	+6,004	New	+$325K	0.19%	74

Other funds holding IGSB

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

JSTA

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

JHU

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

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

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

NYL Investors New York $265M AUM 3.93% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Triad Financial Advisors's IGSB Position: Q3 2023 in Review

Triad Financial Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.87% in Q3 2023, buying an estimated $2.15K and bringing the position to 5,004 shares worth $249K. The position accounts for 0.09% of the portfolio, ranked #87.

Triad Financial Advisors first reported a position in IGSB in Q4 2021 and has held it in 8 quarters since. The position peaked at $323K in Q4 2021. 872 funds tracked by Wall St. Rank hold IGSB as of Q3 2023.

Triad Financial Advisors held 5,004 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $249K as of Q3 2023.
Triad Financial Advisors bought 43 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $2.15K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.09% of Triad Financial Advisors's portfolio in Q3 2023, its #87 holding.
Triad Financial Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 8 quarters since.
Triad Financial Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $323K in Q4 2021.
872 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.