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

Iams Wealth 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
Q4 		– Sell
-5,831
Closed -$284K – 116
2023
Q3 		$284K Buy
+5,831
New +$290K 0.2% 98

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Iams Wealth Management's IGIB Position: Q4 2023 in Review

Iams Wealth Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2023, closing a stake of 5,831 shares — an estimated $284K sold.

Iams Wealth Management first reported a position in IGIB in Q3 2023 and held it in 1 quarter. The position peaked at $284K in Q3 2023. 552 funds tracked by Wall St. Rank hold IGIB as of Q4 2023.

  • Iams Wealth Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Iams Wealth Management sold 5,831 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $284K.
  • Iams Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2023 and held it in 1 quarter.
  • Iams Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $284K in Q3 2023.
  • 552 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Iams Wealth Management's 13F filing for Q4 2023, filed 7 Feb 2024.