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Cary Street Partners Investment Advisory’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-19,272
Closed -$1.04M – 621
2024
Q3 		$1.04M Sell
19,272
-398
-2% -$21K 0.04% 362
2024
Q2 		$1.01M Sell
19,670
-336
-2% -$17.1K 0.04% 346
2024
Q1 		$1.03M Buy
20,006
+366
+2% +$18.8K 0.04% 336
2023
Q4 		$1.02M Buy
19,640
+2,420
+14% +$120K 0.05% 315
2023
Q3 		$838K Buy
17,220
+1,106
+7% +$55.1K 0.05% 324
2023
Q2 		$815K Buy
16,114
+1,285
+9% +$65.3K 0.05% 291
2023
Q1 		$760K Hold
14,829
– – 0.05% 278
2022
Q4 		$734K Sell
14,829
-2,802
-16% -$137K 0.05% 281
2022
Q3 		$851K Buy
17,631
+3,997
+29% +$204K 0.07% 243
2022
Q2 		$696K Buy
+13,634
New +$711K 0.06% 257
2020
Q4 		– Sell
-195
Closed -$12K – 590
2020
Q3 		$12K Buy
+195
New +$11.9K ﹤0.01% 741

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cary Street Partners Investment Advisory's IGIB Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2024, closing a stake of 19,272 shares — an estimated $1.04M sold.

Cary Street Partners Investment Advisory first reported a position in IGIB in Q3 2020 and held it in 11 quarters. The position peaked at $1.04M in Q3 2024. 629 funds tracked by Wall St. Rank hold IGIB as of Q4 2024.

  • Cary Street Partners Investment Advisory reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 19,272 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $1.04M.
  • Cary Street Partners Investment Advisory first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2020 and held it in 11 quarters.
  • Cary Street Partners Investment Advisory's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.04M in Q3 2024.
  • 629 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.