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Bromfield Sneider Wealth Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Bromfield Sneider 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
Q1 		$125K Hold
2,425
– – 0.08% 54
2023
Q4 		$126K Hold
2,425
– – 0.09% 50
2023
Q3 		$118K Buy
2,425
+845
+53% +$42.1K 0.09% 47
2023
Q2 		$79.9K Buy
+1,580
New +$80.3K 0.06% 54

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's IGIB Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q1 2024 at 2,425 shares worth $125K. The position accounts for 0.08% of the portfolio, ranked #54.

Bromfield Sneider Wealth Advisors first reported a position in IGIB in Q2 2023 and has held it in 4 quarters since. The position peaked at $126K in Q4 2023. 536 funds tracked by Wall St. Rank hold IGIB as of Q1 2024.

  • Bromfield Sneider Wealth Advisors held 2,425 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $125K as of Q1 2024.
  • Bromfield Sneider Wealth Advisors left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q1 2024.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.08% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #54 holding.
  • Bromfield Sneider Wealth Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 4 quarters since.
  • Bromfield Sneider Wealth Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $126K 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 Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.