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

Crew Capital 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 Q2	–	Sell	-3,975	Closed	-$204K	–	89
2023 Q1	$204K	Buy	+3,975	New	+$201K	0.29%	85
2022 Q3	–	Sell	-3,975	Closed	-$203K	–	91
2022 Q2	$203K	Hold	3,975	–	–	0.26%	89
2022 Q1	$218K	Hold	3,975	–	–	0.21%	100
2021 Q4	$236K	Hold	3,975	–	–	0.2%	100
2021 Q3	$239K	Hold	3,975	–	–	0.22%	93
2021 Q2	$241K	Hold	3,975	–	–	0.23%	91
2021 Q1	$235K	Buy	+3,975	New	+$240K	0.23%	91

Other funds holding IGIB

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Crew Capital Management's IGIB Position: Q2 2023 in Review

Crew Capital Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2023, closing a stake of 3,975 shares — an estimated $204K sold.

Crew Capital Management first reported a position in IGIB in Q1 2021 and held it in 7 quarters. The position peaked at $241K in Q2 2021. 525 funds tracked by Wall St. Rank hold IGIB as of Q2 2023.

Crew Capital Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Crew Capital Management sold 3,975 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $204K.
Crew Capital Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2021 and held it in 7 quarters.
Crew Capital Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $241K in Q2 2021.
525 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Crew Capital Management's 13F filing for Q2 2023, filed 20 Jul 2023.