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

GYL Financial Synergies’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	$413K	Hold	7,685	–	–	0.03%	259
2024 Q2	$394K	Hold	7,685	–	–	0.03%	264
2024 Q1	$397K	Hold	7,685	–	–	0.03%	269
2023 Q4	$400K	Hold	7,685	–	–	0.03%	263
2023 Q3	$374K	Sell	7,685 -600	-7%	-$29.9K	0.04%	260
2023 Q2	$419K	Hold	8,285	–	–	0.04%	253
2023 Q1	$425K	Buy	+8,285	New	+$420K	0.05%	206

Other funds holding IGIB

Financial Engines Advisors

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

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

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

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 Concord, California $49B AUM 17.78% 1-Year Est. Return

One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return