Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
LWANC
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
Shares
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
Santa Clara, California
$49.2B AUM
14.31%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
PP
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
JSTA
Japan Science & Technology Agency
Tokyo, Japan
$4.81B AUM
4.62%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close