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Center for Financial Planning’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Center for Financial Planning’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
-344
Closed -$17.4K – 546
2023
Q2 		$17.4K Buy
+344
New +$17.5K ﹤0.01% 326
2020
Q2 		– Sell
-238
Closed -$13K – 508
2020
Q1 		$13K Buy
+238
New +$13.7K ﹤0.01% 296

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

Center for Financial Planning's IGIB Position: Q3 2023 in Review

Center for Financial Planning sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2023, closing a stake of 344 shares — an estimated $17.4K sold.

Center for Financial Planning first reported a position in IGIB in Q1 2020 and held it in 2 quarters. The position peaked at $17.4K in Q2 2023. 518 funds tracked by Wall St. Rank hold IGIB as of Q3 2023.

  • Center for Financial Planning reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Center for Financial Planning sold 344 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $17.4K.
  • Center for Financial Planning first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2020 and held it in 2 quarters.
  • Center for Financial Planning's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $17.4K in Q2 2023.
  • 518 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Center for Financial Planning's 13F filing for Q3 2023, filed 24 Oct 2023.