ECA
IGIB icon

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

Elevated Capital Advisors’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
Q2 		– Sell
-4,840
Closed -$250K – 238
2024
Q1 		$250K Sell
4,840
-782
-14% -$40.2K 0.07% 165
2023
Q4 		$292K Sell
5,622
-1,572
-22% -$77.7K 0.09% 157
2023
Q3 		$350K Sell
7,194
-6,969
-49% -$347K 0.12% 141
2023
Q2 		$716K Sell
14,163
-1,094
-7% -$55.6K 0.24% 112
2023
Q1 		$782K Sell
15,257
-3,637
-19% -$184K 0.28% 102
2022
Q4 		$935K Sell
18,894
-2,487
-12% -$122K 0.36% 82
2022
Q3 		$1.03M Buy
+21,381
New +$1.09M 0.41% 87
2022
Q1 		$639K Buy
+11,643
New +$660K 0.21% 125
2021
Q3 		$705K Buy
+11,733
New +$713K 0.24% 116
2021
Q1 		$858K Sell
14,372
-167
-1% -$10.1K 0.33% 100
2020
Q4 		$898K Buy
14,539
+547
+4% +$33.5K 0.39% 80
2020
Q3 		$850K Sell
13,992
-208
-1% -$12.7K 0.4% 92
2020
Q2 		$871K Buy
+14,200
New +$827K 0.41% 93
2019
Q4 		$1.26M Buy
+21,805
New +$1.26M 1.41% 25
2019
Q1 		$775K Buy
+13,424
New +$722K 0.51% 65

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Elevated Capital Advisors's IGIB Position: Q2 2024 in Review

Elevated Capital Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2024, closing a stake of 4,840 shares — an estimated $250K sold.

Elevated Capital Advisors first reported a position in IGIB in Q1 2019 and held it in 15 quarters. The position peaked at $1.26M in Q4 2019. 560 funds tracked by Wall St. Rank hold IGIB as of Q2 2024.

  • Elevated Capital Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Elevated Capital Advisors sold 4,840 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $250K.
  • Elevated Capital Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2019 and held it in 15 quarters.
  • Elevated Capital Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.26M in Q4 2019.
  • 560 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Elevated Capital Advisors's 13F filing for Q2 2024, filed 1 Aug 2024.