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Money Concepts Capital’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Money Concepts Capital’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
-40,720
Closed -$2.19M – 413
2024
Q3 		$2.19M Buy
+40,720
New +$2.15M 0.17% 134
2023
Q1 		– Sell
-776
Closed -$38.4K – 1647
2022
Q4 		$38.4K Buy
+776
New +$38K ﹤0.01% 1348
2022
Q2 		– Sell
-506
Closed -$28K – 2012
2022
Q1 		$28K Buy
506
+306
+153% +$17.3K ﹤0.01% 1464
2021
Q4 		$12K Buy
+200
New +$11.9K ﹤0.01% 670
2021
Q1 		$33K Hold
550
– – ﹤0.01% 599
2020
Q4 		$34K Buy
+550
New +$33.6K ﹤0.01% 546

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Money Concepts Capital's IGIB Position: Q4 2024 in Review

Money Concepts Capital sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2024, closing a stake of 40,720 shares — an estimated $2.19M sold.

Money Concepts Capital first reported a position in IGIB in Q4 2020 and held it in 6 quarters. The position peaked at $2.19M in Q3 2024. 628 funds tracked by Wall St. Rank hold IGIB as of Q4 2024.

  • Money Concepts Capital reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Money Concepts Capital sold 40,720 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $2.19M.
  • Money Concepts Capital first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 6 quarters.
  • Money Concepts Capital's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $2.19M in Q3 2024.
  • 628 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Money Concepts Capital's 13F filing for Q4 2024, filed 27 Jan 2025.