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

Berkshire Asset 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	-4,648	Closed	-$238K	–	298
2024 Q3	$238K	Hold	4,648	–	–	0.01%	256
2024 Q2	$238K	Buy	+4,648	New	+$237K	0.01%	258
2019 Q4	–	Sell	-3,636	Closed	-$211K	–	208
2019 Q3	$211K	Buy	+3,636	New	+$209K	0.02%	201
2019 Q2	–	Sell	-3,636	Closed	-$200K	–	214
2019 Q1	$200K	Buy	+3,636	New	+$195K	0.02%	219

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Asset Management's IGIB Position: Q4 2024 in Review

Berkshire Asset Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2024, closing a stake of 4,648 shares — an estimated $238K sold.

Berkshire Asset Management first reported a position in IGIB in Q1 2019 and held it in 4 quarters. The position peaked at $238K in Q3 2024. 630 funds tracked by Wall St. Rank hold IGIB as of Q4 2024.

Berkshire Asset Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Berkshire Asset Management sold 4,648 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $238K.
Berkshire Asset Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2019 and held it in 4 quarters.
Berkshire Asset Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $238K in Q3 2024.
630 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Berkshire Asset Management's 13F filing for Q4 2024, filed 7 Feb 2025.