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

DFPG Investments’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
Q4 		$6.75M Buy
130,737
+125,005
+2,181% +$6.18M 0.53% 38
2023
Q3 		$278K Buy
+5,732
New +$285K 0.03% 490

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DFPG Investments's IGIB Position: Q4 2023 in Review

DFPG Investments increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 2,181% in Q4 2023, buying an estimated $6.18M and bringing the position to 130,737 shares worth $6.75M. The position accounts for 0.53% of the portfolio, ranked #38.

DFPG Investments first reported a position in IGIB in Q3 2023 and has held it in 2 quarters since. 552 funds tracked by Wall St. Rank hold IGIB as of Q4 2023.

  • DFPG Investments held 130,737 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $6.75M as of Q4 2023.
  • DFPG Investments bought 125,005 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $6.18M.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.53% of DFPG Investments's portfolio in Q4 2023, its #38 holding.
  • DFPG Investments first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2023 and has held it in 2 quarters since.
  • 552 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.