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Householder Group Estate & Retirement Specialist’s Principal Investment Grade Corporate Active ETF IG Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio IG Stock Details IG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,645
Closed -$35K – 843
2024
Q3 		$35K Buy
+1,645
New +$34.5K 0.01% 557

Other funds holding IG

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's IG Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Principal Investment Grade Corporate Active ETF (IG) in Q4 2024, closing a stake of 1,645 shares — an estimated $35K sold.

Householder Group Estate & Retirement Specialist first reported a position in IG in Q3 2024 and held it in 1 quarter. The position peaked at $35K in Q3 2024. 19 funds tracked by Wall St. Rank hold IG as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Principal Investment Grade Corporate Active ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 1,645 Principal Investment Grade Corporate Active ETF shares in Q4 2024, an estimated $35K.
  • Householder Group Estate & Retirement Specialist first reported a position in Principal Investment Grade Corporate Active ETF in Q3 2024 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's Principal Investment Grade Corporate Active ETF position peaked at $35K in Q3 2024.
  • 19 funds tracked by Wall St. Rank held Principal Investment Grade Corporate Active ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.