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

Carolinas Wealth Consulting’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
Q3 		– Sell
-186
Closed -$9.39K – 1061
2023
Q2 		$9.39K Buy
186
+2
+1% +$102 ﹤0.01% 599
2023
Q1 		$9.44K Buy
+184
New +$9.32K ﹤0.01% 614

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carolinas Wealth Consulting's IGIB Position: Q3 2023 in Review

Carolinas Wealth Consulting sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2023, closing a stake of 186 shares — an estimated $9.39K sold.

Carolinas Wealth Consulting first reported a position in IGIB in Q1 2023 and held it in 2 quarters. The position peaked at $9.44K in Q1 2023. 518 funds tracked by Wall St. Rank hold IGIB as of Q3 2023.

  • Carolinas Wealth Consulting reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 186 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $9.39K.
  • Carolinas Wealth Consulting first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2023 and held it in 2 quarters.
  • Carolinas Wealth Consulting's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $9.44K in Q1 2023.
  • 518 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2023, filed 14 Nov 2023.