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

Dmitry Balyasny’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 Q4	–	Sell	-692,806	Closed	-$37.2M	–	2982
2024 Q3	$37.2M	Buy	692,806 +229,059	+49%	+$12.1M	0.06%	404
2024 Q2	$23.8M	Buy	463,747 +290,978	+168%	+$14.8M	0.04%	545
2024 Q1	$8.91M	Buy	172,769 +37,065	+27%	+$1.9M	0.02%	983
2023 Q4	$7.06M	Buy	+135,704	New	+$6.71M	0.01%	999
2023 Q3	–	Sell	-19,607	Closed	-$992K	–	2479
2023 Q2	$992K	Buy	19,607 +13,749	+235%	+$699K	﹤0.01%	1628
2023 Q1	$300K	Buy	+5,858	New	+$297K	﹤0.01%	2105

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dmitry Balyasny's IGIB Position: Q4 2024 in Review

Dmitry Balyasny sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2024, closing a stake of 692,806 shares — an estimated $37.2M sold.

Dmitry Balyasny first reported a position in IGIB in Q1 2023 and held it in 6 quarters. The position peaked at $37.2M in Q3 2024. 630 funds tracked by Wall St. Rank hold IGIB as of Q4 2024.

Dmitry Balyasny reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Dmitry Balyasny sold 692,806 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $37.2M.
Dmitry Balyasny first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2023 and held it in 6 quarters.
Dmitry Balyasny's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $37.2M in Q3 2024.
630 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Balyasny Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.