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Custom Index Systems’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Custom Index Systems’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
Q3 		– Sell
-5,000
Closed -$256K – 263
2024
Q2 		$256K Hold
5,000
– – 0.15% 199
2024
Q1 		$258K Sell
5,000
-20,000
-80% -$1.03M 0.15% 200
2023
Q4 		$1.3M Buy
+25,000
New +$1.24M 0.8% 34

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Custom Index Systems's IGIB Position: Q3 2024 in Review

Custom Index Systems sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2024, closing a stake of 5,000 shares — an estimated $256K sold.

Custom Index Systems first reported a position in IGIB in Q4 2023 and held it in 3 quarters. The position peaked at $1.3M in Q4 2023. 585 funds tracked by Wall St. Rank hold IGIB as of Q3 2024.

  • Custom Index Systems reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Custom Index Systems sold 5,000 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $256K.
  • Custom Index Systems first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2023 and held it in 3 quarters.
  • Custom Index Systems's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.3M in Q4 2023.
  • 585 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Custom Index Systems's 13F filing for Q3 2024, filed 24 Oct 2024.