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Johnson Midwest Financial’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Johnson Midwest Financial’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 		$28.8K Hold
591
– – 0.06% 116
2023
Q2 		$29.9K Hold
591
– – 0.03% 117
2023
Q1 		$30.3K Hold
591
– – 0.04% 118
2022
Q4 		$29K Hold
591
– – 0.11% 112
2022
Q3 		$29 Buy
+591
New +$30.2K 0.11% 109

Other funds holding IGIB

Financial Engines Advisors
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Johnson Midwest Financial's IGIB Position: Q3 2023 in Review

Johnson Midwest Financial held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q3 2023 at 591 shares worth $28.8K. The position accounts for 0.06% of the portfolio, ranked #116.

Johnson Midwest Financial first reported a position in IGIB in Q3 2022 and has held it in 5 quarters since. The position peaked at $30.3K in Q1 2023. 518 funds tracked by Wall St. Rank hold IGIB as of Q3 2023.

  • Johnson Midwest Financial held 591 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $28.8K as of Q3 2023.
  • Johnson Midwest Financial left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q3 2023.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.06% of Johnson Midwest Financial's portfolio in Q3 2023, its #116 holding.
  • Johnson Midwest Financial first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2022 and has held it in 5 quarters since.
  • Johnson Midwest Financial's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $30.3K in Q1 2023.
  • 518 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.