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

Tyler-Stone 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
Q3 		– Sell
-252
Closed -$12.9K – 600
2024
Q2 		$12.9K Buy
252
+2
+0.8% +$102 0.01% 614
2024
Q1 		$12.8K Buy
+250
New +$12.8K 0.01% 608

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Tyler-Stone Wealth Management's IGSB Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2024, closing a stake of 252 shares — an estimated $12.9K sold.

Tyler-Stone Wealth Management first reported a position in IGSB in Q1 2024 and held it in 2 quarters. The position peaked at $12.9K in Q2 2024. 890 funds tracked by Wall St. Rank hold IGSB as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 252 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $12.9K.
  • Tyler-Stone Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2024 and held it in 2 quarters.
  • Tyler-Stone Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $12.9K in Q2 2024.
  • 890 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.