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

Oakwell Private 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
Q4 		– Sell
-57,843
Closed -$2.81M – 62
2023
Q3 		$2.81M Sell
57,843
-2,135
-4% -$106K 1.19% 16
2023
Q2 		$3.03M Buy
59,978
+1,905
+3% +$96.8K 1.27% 16
2023
Q1 		$2.98M Buy
58,073
+627
+1% +$31.8K 1.36% 16
2022
Q4 		$2.84M Buy
57,446
+7,882
+16% +$386K 1.36% 16
2022
Q3 		$2.39M Sell
49,564
-2,976
-6% -$152K 1.33% 18
2022
Q2 		$2.68M Sell
52,540
-5,647
-10% -$294K 1.53% 13
2022
Q1 		$3.19M Buy
58,187
+4,247
+8% +$241K 1.61% 13
2021
Q4 		$3.2M Buy
53,940
+466
+0.9% +$27.7K 1.59% 13
2021
Q3 		$3.21M Sell
53,474
-2,477
-4% -$150K 1.74% 14
2021
Q2 		$3.39M Buy
55,951
+11,645
+26% +$697K 2.17% 12
2021
Q1 		$2.62M Buy
44,306
+5,547
+14% +$336K 1.86% 15
2020
Q4 		$2.4M Buy
+38,759
New +$2.37M 1.88% 15

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 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
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Oakwell Private Wealth Management's IGIB Position: Q4 2023 in Review

Oakwell Private Wealth Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2023, closing a stake of 57,843 shares — an estimated $2.81M sold.

Oakwell Private Wealth Management first reported a position in IGIB in Q4 2020 and held it in 12 quarters. The position peaked at $3.39M in Q2 2021. 552 funds tracked by Wall St. Rank hold IGIB as of Q4 2023.

  • Oakwell Private Wealth Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Oakwell Private Wealth Management sold 57,843 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $2.81M.
  • Oakwell Private Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 12 quarters.
  • Oakwell Private Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $3.39M in Q2 2021.
  • 552 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Oakwell Private Wealth Management's 13F filing for Q4 2023, filed 5 Feb 2024.