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Caldwell Sutter Capital’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Caldwell Sutter Capital’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
2025
Q1 		– Sell
-435
Closed -$22.4K – 898
2024
Q4 		$22.4K Hold
435
– – 0.01% 462
2024
Q3 		$23.4K Hold
435
– – 0.01% 461
2024
Q2 		$22.3K Hold
435
– – 0.01% 473
2024
Q1 		$22.4K Sell
435
-290
-40% -$14.9K 0.01% 461
2023
Q4 		$37.7K Hold
725
– – 0.02% 373
2023
Q3 		$35.3K Buy
725
+290
+67% +$14.4K 0.02% 367
2023
Q2 		$22K Buy
+435
New +$22.1K 0.01% 430

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Caldwell Sutter Capital's IGIB Position: Q1 2025 in Review

Caldwell Sutter Capital sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2025, closing a stake of 435 shares — an estimated $22.4K sold.

Caldwell Sutter Capital first reported a position in IGIB in Q2 2023 and held it in 7 quarters. The position peaked at $37.7K in Q4 2023. 626 funds tracked by Wall St. Rank hold IGIB as of Q1 2025.

  • Caldwell Sutter Capital reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Caldwell Sutter Capital sold 435 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $22.4K.
  • Caldwell Sutter Capital first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2023 and held it in 7 quarters.
  • Caldwell Sutter Capital's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $37.7K in Q4 2023.
  • 626 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Caldwell Sutter Capital's 13F filing for Q1 2025, filed 16 Apr 2025.