Cedar Brook Financial Partners’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Cedar Brook Financial 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
2024 Q1	–	Sell	-4,494	Closed	-$233K	–	442
2023 Q4	$233K	Buy	4,494 +12	+0.3%	+$593	0.05%	350
2023 Q3	$218K	Sell	4,482 -2,028	-31%	-$101K	0.06%	331
2023 Q2	$329K	Buy	6,510 +97	+2%	+$4.93K	0.08%	263
2023 Q1	$329K	Buy	6,413 +1,677	+35%	+$85K	0.08%	254
2022 Q4	$234K	Sell	4,736 -164	-3%	-$8.04K	0.07%	311
2022 Q3	$237K	Sell	4,900 -4,027	-45%	-$206K	0.08%	289
2022 Q2	$456K	Buy	8,927 +3,260	+58%	+$170K	0.14%	176
2022 Q1	$311K	Buy	5,667 +981	+21%	+$55.6K	0.08%	273
2021 Q4	$278K	Buy	4,686 +713	+18%	+$42.4K	0.07%	299
2021 Q3	$239K	Buy	+3,973	New	+$241K	0.07%	291

Other funds holding IGIB

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Cedar Brook Financial Partners's IGIB Position: Q1 2024 in Review

Cedar Brook Financial Partners sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2024, closing a stake of 4,494 shares — an estimated $233K sold.

Cedar Brook Financial Partners first reported a position in IGIB in Q3 2021 and held it in 10 quarters. The position peaked at $456K in Q2 2022. 536 funds tracked by Wall St. Rank hold IGIB as of Q1 2024.

Cedar Brook Financial Partners reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 4,494 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $233K.
Cedar Brook Financial Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2021 and held it in 10 quarters.
Cedar Brook Financial Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $456K 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 Cedar Brook Financial Partners's 13F filing for Q1 2024, filed 17 Apr 2024.