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Level Four Advisory Services’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Level Four Advisory Services’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
Q3 		– Sell
-5,845
Closed -$300K – 781
2024
Q2 		$300K Buy
5,845
+1,215
+26% +$61.9K 0.01% 615
2024
Q1 		$241K Hold
4,630
– – 0.01% 673
2023
Q4 		$241K Buy
+4,630
New +$229K 0.01% 671
2023
Q3 		– Sell
-4,710
Closed -$238K – 806
2023
Q2 		$238K Buy
+4,710
New +$239K 0.01% 684
2020
Q2 		– Sell
-6,255
Closed -$344K – 578
2020
Q1 		$344K Buy
6,255
+558
+10% +$32.2K 0.04% 359
2019
Q4 		$328K Buy
5,697
+1,268
+29% +$73.4K 0.01% 452
2019
Q3 		$257K Sell
4,429
-160
-3% -$9.19K 0.03% 427
2019
Q2 		$261K Buy
4,589
+33
+0.7% +$1.83K 0.03% 448
2019
Q1 		$251K Sell
4,556
-908
-17% -$48.8K 0.03% 447
2018
Q4 		$286K Buy
5,464
+1,081
+25% +$56.5K 0.04% 410
2018
Q3 		$233K Sell
4,383
-395
-8% -$21K 0.03% 521
2018
Q2 		$254K Buy
4,778
+986
+26% +$52.4K 0.02% 520
2018
Q1 		$203K Buy
+3,792
New +$204K 0.02% 504
2017
Q4 		– Sell
-4,444
Closed -$245K – 551
2017
Q3 		$245K Sell
4,444
-594
-12% -$32.7K 0.02% 458
2017
Q2 		$275K Hold
5,038
– – 0.04% 394
2017
Q1 		$275K Sell
5,038
-388
-7% -$21.1K 0.03% 431
2016
Q4 		$294K Buy
+5,426
New +$297K 0.04% 367

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Level Four Advisory Services's IGIB Position: Q3 2024 in Review

Level Four Advisory Services sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2024, closing a stake of 5,845 shares — an estimated $300K sold.

Level Four Advisory Services first reported a position in IGIB in Q4 2016 and held it in 17 quarters. The position peaked at $344K in Q1 2020. 586 funds tracked by Wall St. Rank hold IGIB as of Q3 2024.

  • Level Four Advisory Services reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Level Four Advisory Services sold 5,845 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $300K.
  • Level Four Advisory Services first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2016 and held it in 17 quarters.
  • Level Four Advisory Services's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $344K in Q1 2020.
  • 586 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Level Four Advisory Services's 13F filing for Q3 2024, filed 14 Nov 2024.