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First Personal Financial Services’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

First Personal Financial Services’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 		$2.96M Buy
55,187
+93
+0.2% +$4.9K 0.63% 47
2024
Q2 		$2.82M Sell
55,094
-507
-0.9% -$25.8K 0.64% 48
2024
Q1 		$2.87M Sell
55,601
-4,363
-7% -$224K 0.67% 47
2023
Q4 		$3.12M Sell
59,964
-2,476
-4% -$122K 0.76% 47
2023
Q3 		$3.04M Sell
62,440
-3,172
-5% -$158K 0.79% 43
2023
Q2 		$3.32M Sell
65,612
-212
-0.3% -$10.8K 0.82% 44
2023
Q1 		$3.38M Buy
65,824
+565
+0.9% +$28.6K 0.88% 41
2022
Q4 		$3.23M Sell
65,259
-1,879
-3% -$92.1K 0.88% 42
2022
Q3 		$3.24M Sell
67,138
-1,424
-2% -$72.8K 0.94% 42
2022
Q2 		$3.5M Sell
68,562
-1,950
-3% -$102K 0.98% 42
2022
Q1 		$3.87M Sell
70,512
-4,589
-6% -$260K 0.9% 46
2021
Q4 		$4.45M Sell
75,101
-1,863
-2% -$111K 1% 42
2021
Q3 		$4.62M Sell
76,964
-540
-0.7% -$32.8K 1.15% 41
2021
Q2 		$4.69M Sell
77,504
-2,082
-3% -$125K 1.2% 36
2021
Q1 		$4.71M Sell
79,586
-3,134
-4% -$190K 1.29% 32
2020
Q4 		$5.11M Sell
82,720
-1,446
-2% -$88.5K 1.46% 29
2020
Q3 		$5.12M Sell
84,166
-2,438
-3% -$149K 1.63% 23
2020
Q2 		$5.23M Sell
86,604
-2,476
-3% -$144K 1.79% 19
2020
Q1 		$4.89M Sell
89,080
-2,435
-3% -$141K 1.89% 20
2019
Q4 		$5.31M Sell
91,515
-6,071
-6% -$351K 1.72% 22
2019
Q3 		$5.65M Sell
97,586
-1,380
-1% -$79.3K 1.76% 20
2019
Q2 		$5.64M Sell
98,966
-2,005
-2% -$111K 1.61% 18
2019
Q1 		$5.57M Sell
100,971
-2,415
-2% -$130K 1.7% 14
2018
Q4 		$5.42M Sell
103,386
-5,545
-5% -$290K 1.87% 9
2018
Q3 		$5.79M Sell
108,931
-4,063
-4% -$216K 1.83% 10
2018
Q2 		$6M Sell
112,994
-8,916
-7% -$474K 2.01% 8
2018
Q1 		$6.54M Sell
121,910
-1,070
-0.9% -$57.6K 1.44% 16
2017
Q4 		$6.71M Sell
122,980
-6,302
-5% -$345K 1.31% 16
2017
Q3 		$7.12M Sell
129,282
-4,796
-4% -$264K 1.5% 14
2017
Q2 		$7.36M Sell
134,078
-2,960
-2% -$162K 1.61% 10
2017
Q1 		$7.47M Sell
137,038
-5,588
-4% -$303K 1.79% 7
2016
Q4 		$7.71M Sell
142,626
-3,482
-2% -$190K 2.03% 2
2016
Q3 		$8.13M Buy
146,108
+1,866
+1% +$104K 2.37% 2
2016
Q2 		$8.02M Buy
144,242
+908
+0.6% +$50K 2.74% 1
2016
Q1 		$7.86M Sell
143,334
-5,474
-4% -$296K 3.89% 1
2015
Q4 		$7.98M Sell
148,808
-1,438
-1% -$77.8K 4.5% 1
2015
Q3 		$8.16M Sell
150,246
-6,070
-4% -$329K 4.9% 1
2015
Q2 		$8.51M Buy
156,316
+1,826
+1% +$100K 5.1% 1
2015
Q1 		$8.55M Sell
154,490
-9,074
-6% -$500K 5.18% 1
2014
Q4 		$8.94M Buy
+163,564
New +$8.97M 5.23% 1

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

First Personal Financial Services's IGIB Position: Q3 2024 in Review

First Personal Financial Services increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 0.17% in Q3 2024, buying an estimated $4.9K and bringing the position to 55,187 shares worth $2.96M. The position accounts for 0.63% of the portfolio, ranked #47.

First Personal Financial Services first reported a position in IGIB in Q4 2014 and has held it in 40 quarters since. The position peaked at $8.94M in Q4 2014. 585 funds tracked by Wall St. Rank hold IGIB as of Q3 2024.

  • First Personal Financial Services held 55,187 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $2.96M as of Q3 2024.
  • First Personal Financial Services bought 93 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $4.9K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.63% of First Personal Financial Services's portfolio in Q3 2024, its #47 holding.
  • First Personal Financial Services first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2014 and has held it in 40 quarters since.
  • First Personal Financial Services's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $8.94M in Q4 2014.
  • 585 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.