Capasso Planning Partners’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Capasso Planning Partners’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
2023 Q4	–	Sell	-7,905	Closed	-$385K	–	105
2023 Q3	$385K	Sell	7,905 -3,275	-29%	-$163K	0.21%	64
2023 Q2	$565K	Sell	11,180 -4,002	-26%	-$203K	0.3%	51
2023 Q1	$779K	Sell	15,182 -443	-3%	-$22.4K	0.46%	40
2022 Q4	$774K	Sell	15,625 -1,213	-7%	-$59.5K	0.49%	39
2022 Q3	$813K	Buy	+16,838	New	+$861K	0.57%	38

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capasso Planning Partners's IGIB Position: Q4 2023 in Review

Capasso Planning Partners sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2023, closing a stake of 7,905 shares — an estimated $385K sold.

Capasso Planning Partners first reported a position in IGIB in Q3 2022 and held it in 5 quarters. The position peaked at $813K in Q3 2022. 552 funds tracked by Wall St. Rank hold IGIB as of Q4 2023.

Capasso Planning Partners reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Capasso Planning Partners sold 7,905 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $385K.
Capasso Planning Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2022 and held it in 5 quarters.
Capasso Planning Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $813K in Q3 2022.
552 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Capasso Planning Partners's 13F filing for Q4 2023, filed 26 Jan 2024.