Kowal Investment Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Kowal Investment Group’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 Q2	–	Sell	-12,710	Closed	-$656K	–	186
2024 Q1	$656K	Sell	12,710 -14,744	-54%	-$758K	0.14%	85
2023 Q4	$1.43M	Buy	27,454 +1,024	+4%	+$50.6K	0.33%	40
2023 Q3	$1.29M	Buy	26,430 +8,283	+46%	+$412K	0.35%	39
2023 Q2	$918K	Sell	18,147 -4,417	-20%	-$224K	0.25%	56
2023 Q1	$1.16M	Buy	22,564 +3,898	+21%	+$197K	0.33%	45
2022 Q4	$924K	Buy	+18,666	New	+$915K	0.28%	50

Other funds holding IGIB

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Kowal Investment Group's IGIB Position: Q2 2024 in Review

Kowal Investment Group sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2024, closing a stake of 12,710 shares — an estimated $656K sold.

Kowal Investment Group first reported a position in IGIB in Q4 2022 and held it in 6 quarters. The position peaked at $1.43M in Q4 2023. 559 funds tracked by Wall St. Rank hold IGIB as of Q2 2024.

Kowal Investment Group reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Kowal Investment Group sold 12,710 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $656K.
Kowal Investment Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2022 and held it in 6 quarters.
Kowal Investment Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.43M in Q4 2023.
559 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Kowal Investment Group's 13F filing for Q2 2024, filed 13 Aug 2024.