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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

GYL Financial Synergies's IGIB Position: Q3 2024 in Review

GYL Financial Synergies held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q3 2024 at 7,685 shares worth $413K. The position accounts for 0.03% of the portfolio, ranked #259.

GYL Financial Synergies first reported a position in IGIB in Q1 2023 and has held it in 7 quarters since. The position peaked at $425K in Q1 2023. 586 funds tracked by Wall St. Rank hold IGIB as of Q3 2024.

GYL Financial Synergies held 7,685 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $413K as of Q3 2024.
GYL Financial Synergies left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q3 2024.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.03% of GYL Financial Synergies's portfolio in Q3 2024, its #259 holding.
GYL Financial Synergies first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 7 quarters since.
GYL Financial Synergies's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $425K in Q1 2023.
586 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.