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LJI Wealth Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

LJI Wealth Management’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
2023
Q1 		– Sell
-4,170
Closed -$206K – 164
2022
Q4 		$206K Buy
+4,170
New +$204K 0.07% 136

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LJI Wealth Management's IGIB Position: Q1 2023 in Review

LJI Wealth Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2023, closing a stake of 4,170 shares — an estimated $206K sold.

LJI Wealth Management first reported a position in IGIB in Q4 2022 and held it in 1 quarter. The position peaked at $206K in Q4 2022. 502 funds tracked by Wall St. Rank hold IGIB as of Q1 2023.

  • LJI Wealth Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • LJI Wealth Management sold 4,170 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $206K.
  • LJI Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • LJI Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $206K in Q4 2022.
  • 502 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2023.

Based on LJI Wealth Management's 13F filing for Q1 2023, filed 2 Feb 2024.