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Kozak & Associates’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Kozak & Associates’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
Q1 		– Sell
-1,300
Closed -$67K – 416
2023
Q4 		$67K Buy
+1,300
New +$64.3K 0.02% 120

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
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

Kozak & Associates's IGIB Position: Q1 2024 in Review

Kozak & Associates sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2024, closing a stake of 1,300 shares — an estimated $67K sold.

Kozak & Associates first reported a position in IGIB in Q4 2023 and held it in 1 quarter. The position peaked at $67K in Q4 2023. 536 funds tracked by Wall St. Rank hold IGIB as of Q1 2024.

  • Kozak & Associates reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Kozak & Associates sold 1,300 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $67K.
  • Kozak & Associates first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Kozak & Associates's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $67K in Q4 2023.
  • 536 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Kozak & Associates's 13F filing for Q1 2024, filed 17 May 2024.