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

Global Wealth Management Investment Advisory’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 Q1	–	Sell	-140	Closed	-$7.28K	–	279
2023 Q4	$7.28K	Hold	140	–	–	﹤0.01%	310
2023 Q3	$6.81K	Hold	140	–	–	﹤0.01%	313
2023 Q2	$7.08K	Buy	+140	New	+$7.12K	﹤0.01%	319
2022 Q3	–	Sell	-140	Closed	-$7K	–	289
2022 Q2	$7K	Hold	140	–	–	﹤0.01%	315
2022 Q1	$8K	Hold	140	–	–	﹤0.01%	332
2021 Q4	$8K	Hold	140	–	–	﹤0.01%	326
2021 Q3	$8K	Buy	+140	New	+$8.5K	﹤0.01%	332
2020 Q3	–	Sell	-79	Closed	-$5K	–	525
2020 Q2	$5K	Hold	79	–	–	﹤0.01%	425
2020 Q1	$4K	Sell	79 -71	-47%	-$4.1K	﹤0.01%	433
2019 Q4	$9K	Buy	150 +71	+90%	+$4.11K	﹤0.01%	364
2019 Q3	$5K	Sell	79 -511	-87%	-$29.4K	﹤0.01%	400
2019 Q2	$34K	Buy	+590	New	+$32.7K	0.02%	207

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Global Wealth Management Investment Advisory's IGIB Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2024, closing a stake of 140 shares — an estimated $7.28K sold.

Global Wealth Management Investment Advisory first reported a position in IGIB in Q2 2019 and held it in 12 quarters. The position peaked at $34K in Q2 2019. 536 funds tracked by Wall St. Rank hold IGIB as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 140 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $7.28K.
Global Wealth Management Investment Advisory first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2019 and held it in 12 quarters.
Global Wealth Management Investment Advisory's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $34K in Q2 2019.
536 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.