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Wilbanks Smith & Thomas Asset Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Wilbanks Smith & Thomas Asset 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
Q1 		$1.42M Buy
27,766
+13,420
+94% +$687K 0.04% 190
2023
Q4 		$736K Sell
14,346
-12,783
-47% -$642K 0.02% 275
2023
Q3 		$1.35M Sell
27,129
-2,178
-7% -$109K 0.05% 197
2023
Q2 		$1.47M Buy
29,307
+17
+0.1% +$856 0.05% 190
2023
Q1 		$1.48M Sell
29,290
-683
-2% -$34.3K 0.05% 183
2022
Q4 		$1.49M Sell
29,973
-4,831
-14% -$239K 0.06% 184
2022
Q3 		$1.72M Sell
34,804
-173
-0.5% -$8.73K 0.07% 161
2022
Q2 		$1.77M Sell
34,977
-3,695
-10% -$188K 0.07% 167
2022
Q1 		$1.97M Buy
38,672
+6,204
+19% +$327K 0.08% 158
2021
Q4 		$1.75M Buy
32,468
+13,029
+67% +$705K 0.06% 180
2021
Q3 		$1.06M Sell
19,439
-386
-2% -$21.1K 0.04% 218
2021
Q2 		$1.09M Buy
19,825
+49
+0.2% +$2.68K 0.04% 216
2021
Q1 		$1.08M Buy
19,776
+83
+0.4% +$4.56K 0.05% 206
2020
Q4 		$1.09M Sell
19,693
-58
-0.3% -$3.19K 0.05% 184
2020
Q3 		$1.08M Sell
19,751
-348
-2% -$19.1K 0.06% 171
2020
Q2 		$1.1M Buy
20,099
+2
+0% +$108 0.07% 159
2020
Q1 		$1.05M Sell
20,097
-55
-0.3% -$2.93K 0.08% 156
2019
Q4 		$1.08M Buy
20,152
+1,459
+8% +$78.2K 0.06% 167
2019
Q3 		$1M Sell
18,693
-1,663
-8% -$89K 0.06% 169
2019
Q2 		$1.09M Sell
20,356
-1,679
-8% -$88.8K 0.07% 163
2019
Q1 		$1.16M Sell
22,035
-372
-2% -$19.4K 0.08% 161
2018
Q4 		$1.16M Sell
22,407
-1,590
-7% -$82K 0.08% 137
2018
Q3 		$1.24M Buy
+23,997
New +$1.24M 0.08% 152

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

Wilbanks Smith & Thomas Asset Management's IGSB Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 94% in Q1 2024, buying an estimated $687K and bringing the position to 27,766 shares worth $1.42M. The position accounts for 0.04% of the portfolio, ranked #190.

Wilbanks Smith & Thomas Asset Management first reported a position in IGSB in Q3 2018 and has held it in 23 quarters since. The position peaked at $1.97M in Q1 2022. 888 funds tracked by Wall St. Rank hold IGSB as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 27,766 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.42M as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management bought 13,420 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $687K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.04% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #190 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2018 and has held it in 23 quarters since.
  • Wilbanks Smith & Thomas Asset Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.97M in Q1 2022.
  • 888 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.