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

Connectus Wealth’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	-326,859	Closed	-$17M	–	428
2023 Q4	$17M	Buy	326,859 +23,831	+8%	+$1.18M	0.35%	74
2023 Q3	$14.8M	Sell	303,028 -688,811	-69%	-$34.3M	0.33%	79
2023 Q2	$50.2M	Sell	991,839 -72,537	-7%	-$3.69M	1.16%	18
2023 Q1	$54.6M	Buy	1,064,376 +280,524	+36%	+$14.2M	1.34%	12
2022 Q4	$38.8M	Sell	783,852 -202,099	-20%	-$9.91M	0.92%	27
2022 Q3	$47.6M	Buy	985,951 +292,275	+42%	+$14.9M	0.99%	17
2022 Q2	$35.4M	Sell	693,676 -29,603	-4%	-$1.54M	0.81%	24
2022 Q1	$42.9M	Buy	+723,279	New	+$41M	1.36%	18

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

Connectus Wealth's IGIB Position: Q1 2024 in Review

Connectus Wealth sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2024, closing a stake of 326,859 shares — an estimated $17M sold.

Connectus Wealth first reported a position in IGIB in Q1 2022 and held it in 8 quarters. The position peaked at $54.6M in Q1 2023. 536 funds tracked by Wall St. Rank hold IGIB as of Q1 2024.

Connectus Wealth reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Connectus Wealth sold 326,859 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $17M.
Connectus Wealth first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2022 and held it in 8 quarters.
Connectus Wealth's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $54.6M in Q1 2023.
536 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.