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Beverly Hills Private Wealth’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Beverly Hills Private Wealth’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
-12,678
Closed -$659K – 369
2023
Q4 		$659K Buy
+12,678
New +$627K 0.17% 131

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
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

Beverly Hills Private Wealth's IGIB Position: Q1 2024 in Review

Beverly Hills Private Wealth sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2024, closing a stake of 12,678 shares — an estimated $659K sold.

Beverly Hills Private Wealth first reported a position in IGIB in Q4 2023 and held it in 1 quarter. The position peaked at $659K in Q4 2023. 536 funds tracked by Wall St. Rank hold IGIB as of Q1 2024.

  • Beverly Hills Private Wealth reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 12,678 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $659K.
  • Beverly Hills Private Wealth first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Beverly Hills Private Wealth's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $659K 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 Beverly Hills Private Wealth's 13F filing for Q1 2024, filed 9 May 2024.