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B. Riley Wealth Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

B. Riley Wealth Advisors’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
Q2 		– Sell
-4,650
Closed -$226K – 1499
2024
Q1 		$226K Buy
4,650
+124
+3% +$6.37K 0.01% 1197
2023
Q4 		$235K Sell
4,526
-124
-3% -$6.13K 0.01% 1169
2023
Q3 		$226K Buy
4,650
+389
+9% +$19.4K 0.01% 1197
2023
Q2 		$215K Buy
4,261
+29
+0.7% +$1.47K ﹤0.01% 1315
2023
Q1 		$217K Sell
4,232
-4,762
-53% -$241K 0.01% 1253
2022
Q4 		$445K Sell
8,994
-3,852
-30% -$189K 0.01% 840
2022
Q3 		$621K Buy
12,846
+5,978
+87% +$306K 0.02% 670
2022
Q2 		$352K Sell
6,868
-802
-10% -$41.8K 0.01% 801
2022
Q1 		$421K Sell
7,670
-297
-4% -$16.8K 0.01% 838
2021
Q4 		$473K Sell
7,967
-490
-6% -$29.2K 0.01% 835
2021
Q3 		$508K Sell
8,457
-58
-0.7% -$3.52K 0.02% 772
2021
Q2 		$516K Sell
8,515
-210
-2% -$12.6K 0.02% 755
2021
Q1 		$517K Buy
8,725
+3,525
+68% +$213K 0.02% 718
2020
Q4 		$322K Sell
5,200
-277
-5% -$16.9K 0.02% 715
2020
Q3 		$333K Sell
5,477
-312
-5% -$19K 0.02% 684
2020
Q2 		$350K Sell
5,789
-55,430
-91% -$3.23M 0.02% 577
2020
Q1 		$3.36M Buy
61,219
+10,714
+21% +$619K 0.29% 82
2019
Q4 		$2.93M Buy
50,505
+22,973
+83% +$1.33M 0.25% 90
2019
Q3 		$1.59M Buy
27,532
+16,904
+159% +$971K 0.16% 152
2019
Q2 		$606K Buy
10,628
+3,111
+41% +$173K 0.07% 304
2019
Q1 		$415K Buy
7,517
+744
+11% +$40K 0.05% 385
2018
Q4 		$356K Buy
+6,773
New +$354K 0.05% 391
2015
Q1 		– Sell
-1,600
Closed -$87 – 1236
2014
Q4 		$87 Buy
+1,600
New +$87.7K ﹤0.01% 1809
2014
Q3 		– Sell
-2,002
Closed -$110K – 1237
2014
Q2 		$110K Buy
+2,002
New +$110K 0.03% 673
2013
Q3 		– Sell
-6,216
Closed -$335K – 705
2013
Q2 		$335K Buy
+6,216
New +$343K 0.11% 204

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

B. Riley Wealth Advisors's IGIB Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2024, closing a stake of 4,650 shares — an estimated $226K sold.

B. Riley Wealth Advisors first reported a position in IGIB in Q2 2013 and held it in 25 quarters. The position peaked at $3.36M in Q1 2020. 559 funds tracked by Wall St. Rank hold IGIB as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,650 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $226K.
  • B. Riley Wealth Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2013 and held it in 25 quarters.
  • B. Riley Wealth Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $3.36M in Q1 2020.
  • 559 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.