Householder Group Estate & Retirement Specialist’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-2,419	Closed	-$129K	–	844
2024 Q3	$129K	Sell	2,419 -194	-7%	-$10.2K	0.04%	320
2024 Q2	$133K	Buy	2,613 +18	+0.7%	+$916	0.04%	298
2024 Q1	$134K	Sell	2,595 -189	-7%	-$9.71K	0.04%	302
2023 Q4	$144K	Sell	2,784 -107	-4%	-$5.29K	0.05%	280
2023 Q3	$141K	Buy	+2,891	New	+$144K	0.05%	261
2023 Q1	$186K	Buy	+3,624	New	+$184K	0.07%	206
2022 Q4	–	Sell	-4,257	Closed	-$205K	–	681
2022 Q3	$205K	Sell	4,257 -280	-6%	-$14.3K	0.08%	184
2022 Q2	$232K	Sell	4,537 -37	-0.8%	-$1.93K	0.1%	178
2022 Q1	$251K	Sell	4,574 -537	-11%	-$30.4K	0.1%	175
2021 Q4	$303K	Buy	+5,111	New	+$304K	0.11%	166

Other funds holding IGIB

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

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

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

JSTA

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Householder Group Estate & Retirement Specialist sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2024, closing a stake of 2,419 shares — an estimated $129K sold.

Householder Group Estate & Retirement Specialist first reported a position in IGIB in Q4 2021 and held it in 10 quarters. The position peaked at $303K in Q4 2021. 628 funds tracked by Wall St. Rank hold IGIB as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 2,419 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $129K.
Householder Group Estate & Retirement Specialist first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2021 and held it in 10 quarters.
Householder Group Estate & Retirement Specialist's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $303K in Q4 2021.
628 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2024.

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