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

WealthPLAN Partners’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
-6,572
Closed -$337K – 330
2023
Q4 		$337K Sell
6,572
-3,918
-37% -$197K 0.03% 256
2023
Q3 		$523K Sell
10,490
-87
-0.8% -$4.35K 0.06% 195
2023
Q2 		$531K Sell
10,577
-559
-5% -$28.2K 0.08% 182
2023
Q1 		$563K Sell
11,136
-3,125
-22% -$157K 0.06% 182
2022
Q4 		$715K Buy
+14,261
New +$706K 0.05% 207
2022
Q1 		$958K Sell
18,825
-621
-3% -$32.7K 0.07% 177
2021
Q4 		$1.03M Buy
19,446
+2,351
+14% +$127K 0.07% 171
2021
Q3 		$921K Buy
17,095
+389
+2% +$21.3K 0.06% 174
2021
Q2 		$914K Sell
16,706
-432
-3% -$23.7K 0.06% 158
2021
Q1 		$938K Buy
17,138
+2,080
+14% +$114K 0.07% 149
2020
Q4 		$829K Sell
15,058
-6,089
-29% -$335K 0.07% 154
2020
Q3 		$1.16M Sell
21,147
-976
-4% -$53.6K 0.11% 116
2020
Q2 		$1.22M Buy
22,123
+15,519
+235% +$836K 0.13% 107
2020
Q1 		$355K Buy
+6,604
New +$351K 0.05% 183
2019
Q4 		– Sell
-4,180
Closed -$224K – 254
2019
Q3 		$224K Buy
+4,180
New +$224K 0.03% 218
2018
Q1 		– Sell
-20,924
Closed -$1.09M – 276
2017
Q4 		$1.09M Sell
20,924
-63,004
-75% -$3.31M 0.29% 86
2017
Q3 		$4.42M Sell
83,928
-11,918
-12% -$628K 1.24% 15
2017
Q2 		$5.05M Buy
+95,846
New +$5.04M 1.45% 12
2016
Q3 		$38.3K Sell
726
-170
-19% -$9K 0.01% 383
2016
Q2 		$13.1K Buy
+896
New +$47.3K ﹤0.01% 1624
2015
Q4 		$75.4K Buy
+1,442
New +$75.7K 0.01% 504
2015
Q2 		– Sell
-62
Closed -$3K – 473
2015
Q1 		$3K Buy
+62
New +$3.27K ﹤0.01% 461

Other funds holding IGSB

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $495B AUM 43.24% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return

WealthPLAN Partners's IGSB Position: Q1 2024 in Review

WealthPLAN Partners sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2024, closing a stake of 6,572 shares — an estimated $337K sold.

WealthPLAN Partners first reported a position in IGSB in Q1 2015 and held it in 22 quarters. The position peaked at $5.05M in Q2 2017. 889 funds tracked by Wall St. Rank hold IGSB as of Q1 2024.

  • WealthPLAN Partners reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 6,572 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $337K.
  • WealthPLAN Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2015 and held it in 22 quarters.
  • WealthPLAN Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $5.05M in Q2 2017.
  • 889 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2024.

Based on WealthPLAN Partners's 13F filing for Q1 2024, filed 7 May 2024.