Bank Julius Baer & Co
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Bank Julius Baer & Co’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Bank Julius Baer & Co’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
Q1 		– Sell
-38,433
Closed -$2M – 546
2023
Q4 		$2M Sell
38,433
-472
-1% -$23.3K 0.01% 239
2023
Q3 		$1.89M Buy
38,905
+16,087
+71% +$801K 0.01% 210
2023
Q2 		$1.15M Sell
22,818
-428
-2% -$21.8K 0.01% 256
2023
Q1 		$1.19M Hold
23,246
– – 0.01% 253
2022
Q4 		$1.15M Buy
23,246
+367
+2% +$18K 0.01% 248
2022
Q3 		$1.1M Sell
22,879
-367
-2% -$18.8K 0.01% 239
2022
Q2 		$1.19M Buy
+23,246
New +$1.21M 0.01% 255
2022
Q1 		– Sell
-10,975
Closed -$650K – 684
2021
Q4 		$650K Sell
10,975
-3,402
-24% -$203K ﹤0.01% 393
2021
Q3 		$863K Buy
14,377
+1,803
+14% +$110K 0.01% 350
2021
Q2 		$761K Buy
12,574
+1,628
+15% +$97.5K ﹤0.01% 387
2021
Q1 		$648K Sell
10,946
-17,149
-61% -$1.04M ﹤0.01% 398
2020
Q4 		$1.74M Buy
28,095
+11,564
+70% +$707K 0.01% 272
2020
Q3 		$1M Buy
16,531
+5,801
+54% +$354K 0.01% 295
2020
Q2 		$648K Buy
+10,730
New +$625K 0.01% 326

Other funds holding IGIB

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PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 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

Bank Julius Baer & Co's IGIB Position: Q1 2024 in Review

Bank Julius Baer & Co sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2024, closing a stake of 38,433 shares — an estimated $2M sold.

Bank Julius Baer & Co first reported a position in IGIB in Q2 2020 and held it in 14 quarters. The position peaked at $2M in Q4 2023. 536 funds tracked by Wall St. Rank hold IGIB as of Q1 2024.

  • Bank Julius Baer & Co reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Bank Julius Baer & Co sold 38,433 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $2M.
  • Bank Julius Baer & Co first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2020 and held it in 14 quarters.
  • Bank Julius Baer & Co's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $2M in Q4 2023.
  • 536 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Bank Julius Baer & Co's 13F filing for Q1 2024, filed 14 May 2024.