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

Alhambra Investment 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
-4,275
Closed -$230K – 174
2024
Q3 		$230K Buy
4,275
+15
+0.4% +$791 0.12% 155
2024
Q2 		$218K Sell
4,260
-127
-3% -$6.47K 0.12% 153
2024
Q1 		$226K Sell
4,387
-74
-2% -$3.8K 0.12% 147
2023
Q4 		$232K Sell
4,461
-50
-1% -$2.47K 0.14% 140
2023
Q3 		$219K Buy
+4,511
New +$225K 0.14% 134

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alhambra Investment Management's IGIB Position: Q4 2024 in Review

Alhambra Investment Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2024, closing a stake of 4,275 shares — an estimated $230K sold.

Alhambra Investment Management first reported a position in IGIB in Q3 2023 and held it in 5 quarters. The position peaked at $232K in Q4 2023. 628 funds tracked by Wall St. Rank hold IGIB as of Q4 2024.

  • Alhambra Investment Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Alhambra Investment Management sold 4,275 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $230K.
  • Alhambra Investment Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2023 and held it in 5 quarters.
  • Alhambra Investment Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $232K in Q4 2023.
  • 628 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Alhambra Investment Management's 13F filing for Q4 2024, filed 15 Jan 2025.