Connective Portfolio Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Connective Portfolio Management’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	-12,375	Closed	-$626K	–	44
2023 Q2	$626K	Sell	12,375 -880	-7%	-$44.7K	1.55%	33
2023 Q1	$680K	Hold	13,255	–	–	2.16%	23
2022 Q4	$656K	Sell	13,255 -11,930	-47%	-$585K	1.4%	33
2022 Q3	$1.22M	Sell	25,185 -25,185	-50%	-$1.29M	3.88%	9
2022 Q2	$2.57M	Buy	+50,370	New	+$2.63M	4.41%	2

Other funds holding IGIB

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Connective Portfolio Management's IGIB Position: Q3 2023 in Review

Connective Portfolio Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2023, closing a stake of 12,375 shares — an estimated $626K sold.

Connective Portfolio Management first reported a position in IGIB in Q2 2022 and held it in 5 quarters. The position peaked at $2.57M in Q2 2022. 518 funds tracked by Wall St. Rank hold IGIB as of Q3 2023.

Connective Portfolio Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Connective Portfolio Management sold 12,375 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $626K.
Connective Portfolio Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2022 and held it in 5 quarters.
Connective Portfolio Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $2.57M in Q2 2022.
518 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Connective Portfolio Management's 13F filing for Q3 2023, filed 19 Oct 2023.