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Van Strum & Towne’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Van Strum & Towne’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
-4,260
Closed -$218K – 102
2023
Q4 		$218K Buy
+4,260
New +$214K 0.09% 97
2023
Q3 		– Sell
-4,260
Closed -$214K – 97
2023
Q2 		$214K Buy
+4,260
New +$215K 0.09% 96
2022
Q3 		– Sell
-4,260
Closed -$215K – 94
2022
Q2 		$215K Buy
+4,260
New +$217K 0.09% 92

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 $5.29B AUM 8.96% 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

Van Strum & Towne's IGSB Position: Q1 2024 in Review

Van Strum & Towne sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2024, closing a stake of 4,260 shares — an estimated $218K sold.

Van Strum & Towne first reported a position in IGSB in Q2 2022 and held it in 3 quarters. The position peaked at $218K in Q4 2023. 888 funds tracked by Wall St. Rank hold IGSB as of Q1 2024.

  • Van Strum & Towne reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Van Strum & Towne sold 4,260 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $218K.
  • Van Strum & Towne first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2022 and held it in 3 quarters.
  • Van Strum & Towne's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $218K in Q4 2023.
  • 888 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Van Strum & Towne's 13F filing for Q1 2024, filed 3 May 2024.