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

MGO Private Wealth’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	-6,717	Closed	-$344K	–	67
2024 Q2	$344K	Hold	6,717	–	–	0.22%	58
2024 Q1	$347K	Sell	6,717 -377	-5%	-$19.4K	0.22%	57
2023 Q4	$369K	Buy	+7,094	New	+$351K	0.25%	52
2023 Q3	–	Sell	-4,102	Closed	-$207K	–	73
2023 Q2	$207K	Buy	+4,102	New	+$208K	0.16%	64
2023 Q1	–	Sell	-14,739	Closed	-$730K	–	91
2022 Q4	$730K	Buy	14,739 +860	+6%	+$42.2K	0.33%	62
2022 Q3	$670K	Buy	+13,879	New	+$710K	0.32%	59

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

MGO Private Wealth's IGIB Position: Q3 2024 in Review

MGO Private Wealth sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2024, closing a stake of 6,717 shares — an estimated $344K sold.

MGO Private Wealth first reported a position in IGIB in Q3 2022 and held it in 6 quarters. The position peaked at $730K in Q4 2022. 585 funds tracked by Wall St. Rank hold IGIB as of Q3 2024.

MGO Private Wealth reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
MGO Private Wealth sold 6,717 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $344K.
MGO Private Wealth first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2022 and held it in 6 quarters.
MGO Private Wealth's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $730K in Q4 2022.
585 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2024.

Based on MGO Private Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.