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

Anchor Pointe 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 		$1.01M Buy
+19,570
New +$1.02M 1.31% 25

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
US Bancorp
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Anchor Pointe Wealth Management's IGIB Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2024: 19,570 shares worth $1.01M. The stake represents 1.31% of the portfolio and ranks #25 among its holdings.

630 funds tracked by Wall St. Rank hold IGIB as of Q4 2024.

  • Anchor Pointe Wealth Management held 19,570 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $1.01M as of Q4 2024.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF was a new Anchor Pointe Wealth Management position in Q4 2024.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 1.31% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #25 holding.
  • 630 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.