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

Enzi Wealth’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
-4,602
Closed -$235K – 63
2023
Q1 		$235K Sell
4,602
-2,698
-37% -$137K 0.12% 61
2022
Q4 		$376K Sell
7,300
-133
-2% -$6.52K 0.18% 51
2022
Q3 		$366K Buy
+7,433
New +$380K 0.18% 52

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Enzi Wealth's IGIB Position: Q2 2023 in Review

Enzi Wealth sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2023, closing a stake of 4,602 shares — an estimated $235K sold.

Enzi Wealth first reported a position in IGIB in Q3 2022 and held it in 3 quarters. The position peaked at $376K in Q4 2022. 525 funds tracked by Wall St. Rank hold IGIB as of Q2 2023.

  • Enzi Wealth reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Enzi Wealth sold 4,602 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $235K.
  • Enzi Wealth first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2022 and held it in 3 quarters.
  • Enzi Wealth's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $376K in Q4 2022.
  • 525 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Enzi Wealth's 13F filing for Q2 2023, filed 14 Jul 2023.