Cambridge Trust’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Cambridge Trust’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	$3.51K	Hold	68	–	–	﹤0.01%	617
2023 Q4	$3.54K	Hold	68	–	–	﹤0.01%	644
2023 Q3	$3.31K	Hold	68	–	–	﹤0.01%	653
2023 Q2	$3.44K	Sell	68 -8	-11%	-$407	﹤0.01%	653
2023 Q1	$3.9K	Hold	76	–	–	﹤0.01%	693
2022 Q4	$4K	Sell	76 -70	-48%	-$3.43K	﹤0.01%	723
2022 Q3	$7K	Sell	146 -296	-67%	-$15.1K	﹤0.01%	684
2022 Q2	$23K	Buy	+442	New	+$23K	﹤0.01%	587

Other funds holding IGIB

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

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Cambridge Trust's IGIB Position: Q1 2024 in Review

Cambridge Trust held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q1 2024 at 68 shares worth $3.51K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Cambridge Trust first reported a position in IGIB in Q2 2022 and has held it in 8 quarters since. The position peaked at $23K in Q2 2022. 536 funds tracked by Wall St. Rank hold IGIB as of Q1 2024.

Cambridge Trust held 68 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $3.51K as of Q1 2024.
Cambridge Trust 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 ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #617 holding.
Cambridge Trust first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2022 and has held it in 8 quarters since.
Cambridge Trust's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $23K in Q2 2022.
536 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.