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WA
WealthTrust Axiom’s
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
Stock Holding History
WealthTrust Axiom’s Portfolio
IGSB Stock Details
IGSB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
–
Sell
-5,508
Closed
-$271K
–
252
2022
Q3
$271K
Hold
5,508
–
–
0.1%
171
2022
Q2
$278K
Hold
5,508
–
–
0.1%
173
2022
Q1
$284K
Hold
5,508
–
–
0.09%
185
2021
Q4
$296K
Hold
5,508
–
–
0.09%
183
2021
Q3
$300K
Buy
5,508
+1,750
+47%
+$95.8K
0.1%
168
2021
Q2
$205K
Hold
3,758
–
–
0.07%
231
2021
Q1
$205K
Hold
3,758
–
–
0.07%
214
2020
Q4
$207K
Hold
3,758
–
–
0.08%
201
2020
Q3
$206K
Hold
3,758
–
–
0.09%
169
2020
Q2
$205K
Buy
+3,758
New
+$202K
0.09%
167
2020
Q1
–
Sell
-3,758
Closed
-$201K
–
212
2019
Q4
$201K
Hold
3,758
–
–
0.07%
197
2019
Q3
$201K
Hold
3,758
–
–
0.07%
202
2019
Q2
$200K
Buy
+3,758
New
+$199K
0.07%
203
Other funds holding IGSB
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$1.9T AUM
41.92%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
JHU
Johns Hopkins University
Baltimore, Maryland
$1.38B AUM
9.48%
1-Year Est. Return
JSTA
Japan Science & Technology Agency
Tokyo, Japan
$4.81B AUM
4.62%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
MMI
Matson Money Inc
Mason, Ohio
$3.26B AUM
12.5%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
AWA
Arete Wealth Advisors
Chicago, Illinois
$1.33B AUM
25.12%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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