1900 Wealth Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

1900 Wealth Management’s Portfolio IGIB Stock Details IGIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-5,696	Closed	-$306K	–	226
2024 Q3	$306K	Sell	5,696 -421	-7%	-$22.2K	0.03%	187
2024 Q2	$314K	Sell	6,117 -116,768	-95%	-$5.95M	0.03%	188
2024 Q1	$6.34M	Sell	122,885 -15,234	-11%	-$783K	0.58%	39
2023 Q4	$7.18M	Sell	138,119 -7,155	-5%	-$354K	0.66%	34
2023 Q3	$7.07M	Sell	145,274 -40,782	-22%	-$2.03M	0.7%	33
2023 Q2	$9.41M	Sell	186,056 -77,950	-30%	-$3.96M	0.97%	25
2023 Q1	$13.3M	Sell	264,006 -61,177	-19%	-$3.1M	1.43%	19
2022 Q4	$16.1M	Sell	325,183 -4,991	-2%	-$245K	1.75%	15
2022 Q3	$15.9M	Sell	330,174 -79,730	-19%	-$4.08M	1.86%	15
2022 Q2	$20.9M	Buy	409,904 +34,438	+9%	+$1.8M	2.28%	8
2022 Q1	$20.6M	Buy	375,466 +90,938	+32%	+$5.16M	1.96%	10
2021 Q4	$16.9M	Buy	284,528 +111,172	+64%	+$6.62M	1.52%	13
2021 Q3	$10.4M	Buy	+173,356	New	+$10.5M	1.01%	23

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

1900 Wealth Management's IGIB Position: Q4 2024 in Review

1900 Wealth Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2024, closing a stake of 5,696 shares — an estimated $306K sold.

1900 Wealth Management first reported a position in IGIB in Q3 2021 and held it in 13 quarters. The position peaked at $20.9M in Q2 2022. 630 funds tracked by Wall St. Rank hold IGIB as of Q4 2024.

1900 Wealth Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
1900 Wealth Management sold 5,696 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $306K.
1900 Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2021 and held it in 13 quarters.
1900 Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $20.9M in Q2 2022.
630 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on 1900 Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.