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Cornerstone Retirement Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Cornerstone Retirement Group’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 		$386K Buy
+7,940
New +$395K 0.11% 18

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

Cornerstone Retirement Group's IGIB Position: Q3 2023 in Review

Cornerstone Retirement Group opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2023: 7,940 shares worth $386K. The stake represents 0.11% of the portfolio and ranks #18 among its holdings.

518 funds tracked by Wall St. Rank hold IGIB as of Q3 2023.

  • Cornerstone Retirement Group held 7,940 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $386K as of Q3 2023.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF was a new Cornerstone Retirement Group position in Q3 2023.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.11% of Cornerstone Retirement Group's portfolio in Q3 2023, its #18 holding.
  • 518 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Cornerstone Retirement Group's 13F filing for Q3 2023, filed 26 Oct 2023.