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

Hanlon Investment 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
2023 Q3	–	Sell	-7,953	Closed	-$402K	–	143
2023 Q2	$402K	Buy	7,953 +971	+14%	+$49.3K	0.12%	98
2023 Q1	$358K	Buy	+6,982	New	+$354K	0.11%	95
2020 Q2	–	Sell	-4,735	Closed	-$260K	–	110
2020 Q1	$260K	Buy	4,735 +163	+4%	+$9.41K	0.17%	66
2019 Q4	$265K	Buy	+4,572	New	+$265K	0.05%	92

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hanlon Investment Management's IGIB Position: Q3 2023 in Review

Hanlon Investment Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2023, closing a stake of 7,953 shares — an estimated $402K sold.

Hanlon Investment Management first reported a position in IGIB in Q4 2019 and held it in 4 quarters. The position peaked at $402K in Q2 2023. 518 funds tracked by Wall St. Rank hold IGIB as of Q3 2023.

Hanlon Investment Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Hanlon Investment Management sold 7,953 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $402K.
Hanlon Investment Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 4 quarters.
Hanlon Investment Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $402K in Q2 2023.
518 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Hanlon Investment Management's 13F filing for Q3 2023, filed 18 Oct 2023.