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

Truvestments Capital’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	-27	Closed	-$1.38K	–	794
2023 Q4	$1.38K	Hold	27	–	–	﹤0.01%	694
2023 Q3	$1.34K	Sell	27 -253	-90%	-$12.7K	﹤0.01%	612
2023 Q2	$14K	Buy	280 +27	+11%	+$1.36K	0.01%	419
2023 Q1	$12.8K	Hold	253	–	–	0.01%	419
2022 Q4	$12.6K	Buy	+253	New	+$12.5K	0.01%	436
2021 Q3	–	Sell	-120	Closed	-$7K	–	632
2021 Q2	$7K	Sell	120 -1,070	-90%	-$58.6K	﹤0.01%	427
2021 Q1	$65K	Hold	1,190	–	–	0.04%	259
2020 Q4	$65K	Buy	1,190 +150	+14%	+$8.25K	0.05%	225
2020 Q3	$57K	Hold	1,040	–	–	0.05%	176
2020 Q2	$56K	Hold	1,040	–	–	0.06%	198
2020 Q1	$54K	Buy	+1,040	New	+$55.3K	0.07%	171

Other funds holding IGSB

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Truvestments Capital's IGSB Position: Q1 2024 in Review

Truvestments Capital sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2024, closing a stake of 27 shares — an estimated $1.38K sold.

Truvestments Capital first reported a position in IGSB in Q1 2020 and held it in 11 quarters. The position peaked at $65K in Q1 2021. 887 funds tracked by Wall St. Rank hold IGSB as of Q1 2024.

Truvestments Capital reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Truvestments Capital sold 27 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $1.38K.
Truvestments Capital first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2020 and held it in 11 quarters.
Truvestments Capital's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $65K in Q1 2021.
887 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Truvestments Capital's 13F filing for Q1 2024, filed 14 May 2024.