Adroit Compliance’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Adroit Compliance’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
2023 Q4	$71.6M	Buy	+1,376,779	New	+$68.1M	14.94%	2

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

JSTA

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

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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Adroit Compliance's IGIB Position: Q4 2023 in Review

Adroit Compliance opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2023: 1,376,779 shares worth $71.6M. The stake represents 14.94% of the portfolio and ranks #2 among its holdings.

552 funds tracked by Wall St. Rank hold IGIB as of Q4 2023.

Adroit Compliance held 1,376,779 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $71.6M as of Q4 2023.
iShares 5-10 Year Investment Grade Corporate Bond ETF was a new Adroit Compliance position in Q4 2023.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 14.94% of Adroit Compliance's portfolio in Q4 2023, its #2 holding.
552 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Adroit Compliance's 13F filing for Q4 2023, filed 8 Feb 2024.