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

Kolinsky 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
2024
Q4 		$242K Buy
4,702
+677
+17% +$35.5K 0.15% 139
2024
Q3 		$216K Buy
+4,025
New +$212K 0.14% 153

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kolinsky Wealth Management's IGIB Position: Q4 2024 in Review

Kolinsky Wealth Management increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 17% in Q4 2024, buying an estimated $35.5K and bringing the position to 4,702 shares worth $242K. The position accounts for 0.15% of the portfolio, ranked #139.

Kolinsky Wealth Management first reported a position in IGIB in Q3 2024 and has held it in 2 quarters since. 630 funds tracked by Wall St. Rank hold IGIB as of Q4 2024.

  • Kolinsky Wealth Management held 4,702 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $242K as of Q4 2024.
  • Kolinsky Wealth Management bought 677 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $35.5K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.15% of Kolinsky Wealth Management's portfolio in Q4 2024, its #139 holding.
  • Kolinsky Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 2 quarters since.
  • 630 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.