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

WR Wealth Planners’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	$144K	Sell	2,791 -270	-9%	-$14K	0.05%	186
2024 Q3	$161K	Sell	3,061 -20	-0.6%	-$1.04K	0.04%	212
2024 Q2	$158K	Sell	3,081 -98	-3%	-$5K	0.05%	198
2024 Q1	$163K	Buy	+3,179	New	+$163K	0.05%	200
2023 Q4	–	Sell	-9,108	Closed	-$454K	–	507
2023 Q3	$454K	Buy	9,108 +75	+0.8%	+$3.75K	0.17%	97
2023 Q2	$453K	Buy	9,033 +48	+0.5%	+$2.42K	0.18%	99
2023 Q1	$454K	Buy	8,985 +174	+2%	+$8.74K	0.2%	83
2022 Q4	$439K	Sell	8,811 -63	-0.7%	-$3.12K	0.27%	63
2022 Q3	$437K	Sell	8,874 -753	-8%	-$38K	0.31%	55
2022 Q2	$487K	Sell	9,627 -898	-9%	-$45.7K	0.32%	53
2022 Q1	$544K	Buy	+10,525	New	+$555K	0.32%	54

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 $1.88B AUM 29.07% 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 $5.29B AUM 8.96% 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

WR Wealth Planners's IGSB Position: Q4 2024 in Review

WR Wealth Planners reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 8.8% in Q4 2024, selling an estimated $14K and leaving 2,791 shares worth $144K. The position accounts for 0.05% of the portfolio, ranked #186.

WR Wealth Planners first reported a position in IGSB in Q1 2022 and has held it in 11 quarters since. The position peaked at $544K in Q1 2022. 956 funds tracked by Wall St. Rank hold IGSB as of Q4 2024.

WR Wealth Planners held 2,791 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $144K as of Q4 2024.
WR Wealth Planners sold 270 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $14K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.05% of WR Wealth Planners's portfolio in Q4 2024, its #186 holding.
WR Wealth Planners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $544K in Q1 2022.
956 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.