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

Forum Financial 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
Q2 		– Sell
-172,084
Closed -$8.88M – 744
2024
Q1 		$8.88M Buy
+172,084
New +$8.84M 0.15% 38

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Forum Financial Management's IGIB Position: Q2 2024 in Review

Forum Financial Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2024, closing a stake of 172,084 shares — an estimated $8.88M sold.

Forum Financial Management first reported a position in IGIB in Q1 2024 and held it in 1 quarter. The position peaked at $8.88M in Q1 2024. 559 funds tracked by Wall St. Rank hold IGIB as of Q2 2024.

  • Forum Financial Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Forum Financial Management sold 172,084 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $8.88M.
  • Forum Financial Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2024 and held it in 1 quarter.
  • Forum Financial Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $8.88M in Q1 2024.
  • 559 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Forum Financial Management's 13F filing for Q2 2024, filed 30 Jul 2024.