New Legacy Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

New Legacy Group’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 Q3	$438K	Hold	9,000	–	–	1.2%	16
2023 Q2	$455K	Hold	9,000	–	–	1.15%	17
2023 Q1	$462K	Hold	9,000	–	–	1.31%	16
2022 Q4	$446K	Hold	9,000	–	–	1.39%	17
2022 Q3	$435K	Hold	9,000	–	–	1.12%	16
2022 Q2	$460K	Hold	9,000	–	–	0.93%	16
2022 Q1	$494K	Hold	9,000	–	–	0.19%	18
2021 Q4	$533K	Buy	+9,000	New	+$536K	0.1%	21

Other funds holding IGIB

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

New Legacy Group's IGIB Position: Q3 2023 in Review

New Legacy Group held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q3 2023 at 9,000 shares worth $438K. The position accounts for 1.2% of the portfolio, ranked #16.

New Legacy Group first reported a position in IGIB in Q4 2021 and has held it in 8 quarters since. The position peaked at $533K in Q4 2021. 518 funds tracked by Wall St. Rank hold IGIB as of Q3 2023.

New Legacy Group held 9,000 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $438K as of Q3 2023.
New Legacy Group left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q3 2023.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 1.2% of New Legacy Group's portfolio in Q3 2023, its #16 holding.
New Legacy Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 8 quarters since.
New Legacy Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $533K in Q4 2021.
518 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2023.

Based on New Legacy Group's 13F filing for Q3 2023, filed 14 Nov 2023.