BWM
IGIB icon

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

Brophy Wealth 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
Q3 		$495K Buy
+9,213
New +$486K 0.18% 128

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
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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Brophy Wealth Management's IGIB Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2024: 9,213 shares worth $495K. The stake represents 0.18% of the portfolio and ranks #128 among its holdings.

585 funds tracked by Wall St. Rank hold IGIB as of Q3 2024.

  • Brophy Wealth Management held 9,213 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $495K as of Q3 2024.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF was a new Brophy Wealth Management position in Q3 2024.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.18% of Brophy Wealth Management's portfolio in Q3 2024, its #128 holding.
  • 585 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.