FAM
IGIB icon

Family Asset Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Family Asset Management’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 		$44.7K Sell
833
-1,899
-70% -$100K 0.03% 143
2024
Q2 		$140K Buy
+2,732
New +$139K 0.09% 114

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

Family Asset Management's IGIB Position: Q3 2024 in Review

Family Asset Management reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 70% in Q3 2024, selling an estimated $100K and leaving 833 shares worth $44.7K. The position accounts for 0.03% of the portfolio, ranked #143.

Family Asset Management first reported a position in IGIB in Q2 2024 and has held it in 2 quarters since. The position peaked at $140K in Q2 2024. 585 funds tracked by Wall St. Rank hold IGIB as of Q3 2024.

  • Family Asset Management held 833 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $44.7K as of Q3 2024.
  • Family Asset Management sold 1,899 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $100K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.03% of Family Asset Management's portfolio in Q3 2024, its #143 holding.
  • Family Asset Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • Family Asset Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $140K in Q2 2024.
  • 585 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.