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

Wintrust Investments’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 Q2	–	Sell	-4,355	Closed	-$223K	–	475
2024 Q1	$223K	Buy	4,355 +17	+0.4%	+$870	0.02%	435
2023 Q4	$222K	Sell	4,338 -64	-1%	-$3.21K	0.02%	406
2023 Q3	$219K	Buy	+4,402	New	+$220K	0.02%	375
2022 Q4	–	Sell	-4,582	Closed	-$226K	–	388
2022 Q3	$226K	Sell	4,582 -185	-4%	-$9.34K	0.03%	362
2022 Q2	$241K	Buy	4,767 +468	+11%	+$23.8K	0.03%	337
2022 Q1	$222K	Sell	4,299 -305	-7%	-$16.1K	0.02%	376
2021 Q4	$248K	Buy	4,604 +219	+5%	+$11.9K	0.02%	370
2021 Q3	$240K	Buy	+4,385	New	+$240K	0.03%	245

Other funds holding IGSB

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Wintrust Investments's IGSB Position: Q2 2024 in Review

Wintrust Investments sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2024, closing a stake of 4,355 shares — an estimated $223K sold.

Wintrust Investments first reported a position in IGSB in Q3 2021 and held it in 8 quarters. The position peaked at $248K in Q4 2021. 876 funds tracked by Wall St. Rank hold IGSB as of Q2 2024.

Wintrust Investments reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Wintrust Investments sold 4,355 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $223K.
Wintrust Investments first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2021 and held it in 8 quarters.
Wintrust Investments's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $248K in Q4 2021.
876 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Wintrust Investments's 13F filing for Q2 2024, filed 13 Aug 2024.