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Laurel Wealth Advisors (North Carolina)’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-200
Closed -$10.7K – 750
2024
Q3 		$10.7K Hold
200
– – ﹤0.01% 456
2024
Q2 		$10.3K Hold
200
– – ﹤0.01% 429
2024
Q1 		$10.3K Hold
200
– – ﹤0.01% 433
2023
Q4 		$10.4K Hold
200
– – ﹤0.01% 399
2023
Q3 		$9.73K Hold
200
– – ﹤0.01% 408
2023
Q2 		$10.1K Hold
200
– – ﹤0.01% 409
2023
Q1 		$10.3K Hold
200
– – ﹤0.01% 405
2022
Q4 		$9.9K Hold
200
– – ﹤0.01% 382
2022
Q3 		$10K Hold
200
– – ﹤0.01% 384
2022
Q2 		$10K Hold
200
– – ﹤0.01% 384
2022
Q1 		$11K Hold
200
– – ﹤0.01% 399
2021
Q4 		$12K Hold
200
– – ﹤0.01% 398
2021
Q3 		$12K Hold
200
– – ﹤0.01% 395
2021
Q2 		$12K Hold
200
– – ﹤0.01% 442
2021
Q1 		$12K Hold
200
– – ﹤0.01% 406
2020
Q4 		$12K Hold
200
– – ﹤0.01% 396
2020
Q3 		$12K Hold
200
– – ﹤0.01% 370
2020
Q2 		$12K Hold
200
– – ﹤0.01% 361
2020
Q1 		$11K Hold
200
– – ﹤0.01% 350
2019
Q4 		$12K Hold
200
– – ﹤0.01% 375
2019
Q3 		$12K Hold
200
– – ﹤0.01% 363
2019
Q2 		$11K Hold
200
– – ﹤0.01% 366
2019
Q1 		$11K Hold
200
– – ﹤0.01% 357
2018
Q4 		$10K Buy
+200
New +$10.5K ﹤0.01% 350

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 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s IGIB Position: Q4 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2024, closing a stake of 200 shares — an estimated $10.7K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IGIB in Q4 2018 and held it in 24 quarters. The position peaked at $12K in Q4 2021. 630 funds tracked by Wall St. Rank hold IGIB as of Q4 2024.

  • Laurel Wealth Advisors (North Carolina) reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 200 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $10.7K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2018 and held it in 24 quarters.
  • Laurel Wealth Advisors (North Carolina)'s iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $12K in Q4 2021.
  • 630 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q4 2024, filed 14 Jan 2025.