TCWA
IGSB icon

Turtle Creek Wealth Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Turtle Creek Wealth 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
2024
Q1 		– Sell
-313
Closed -$16K – 491
2023
Q4 		$16K Buy
+313
New +$15.7K ﹤0.01% 464

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

Turtle Creek Wealth Advisors's IGSB Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2024, closing a stake of 313 shares — an estimated $16K sold.

Turtle Creek Wealth Advisors first reported a position in IGSB in Q4 2023 and held it in 1 quarter. The position peaked at $16K in Q4 2023. 887 funds tracked by Wall St. Rank hold IGSB as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 313 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $16K.
  • Turtle Creek Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $16K in Q4 2023.
  • 887 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.