WJ Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

WJ Wealth 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 Q4	–	Sell	-16,113	Closed	-$848K	–	79
2024 Q3	$848K	Sell	16,113 -550	-3%	-$28.6K	0.3%	44
2024 Q2	$854K	Sell	16,663 -16,541	-50%	-$844K	0.31%	46
2024 Q1	$1.7M	Sell	33,204 -6,140	-16%	-$314K	0.68%	34
2023 Q4	$2.02M	Sell	39,344 -17,903	-31%	-$899K	0.88%	29
2023 Q3	$2.85M	Sell	57,247 -11,038	-16%	-$552K	1.39%	20
2023 Q2	$3.43M	Sell	68,285 -207,979	-75%	-$10.5M	1.62%	17
2023 Q1	$14M	Buy	276,264 +96,196	+53%	+$4.83M	9.44%	1
2022 Q4	$8.97M	Sell	180,068 -59,480	-25%	-$2.94M	5.21%	10
2022 Q3	$11.8M	Buy	239,548 +128,320	+115%	+$6.48M	7.41%	2
2022 Q2	$5.62M	Buy	+111,228	New	+$5.66M	3.99%	9

Other funds holding IGSB

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

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

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

WJ Wealth Management's IGSB Position: Q4 2024 in Review

WJ Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2024, closing a stake of 16,113 shares — an estimated $848K sold.

WJ Wealth Management first reported a position in IGSB in Q2 2022 and held it in 10 quarters. The position peaked at $14M in Q1 2023. 955 funds tracked by Wall St. Rank hold IGSB as of Q4 2024.

WJ Wealth Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
WJ Wealth Management sold 16,113 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $848K.
WJ Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2022 and held it in 10 quarters.
WJ Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $14M in Q1 2023.
955 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on WJ Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.