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Parkside Investments’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Parkside Investments’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 		– Sell
-180,335
Closed -$9.12M – 90
2023
Q2 		$9.12M Sell
180,335
-14,065
-7% -$715K 1.7% 22
2023
Q1 		$9.97M Sell
194,400
-295
-0.2% -$14.9K 1.88% 14
2022
Q4 		$9.64M Buy
194,695
+8,495
+5% +$416K 1.92% 15
2022
Q3 		$8.99M Sell
186,200
-16,140
-8% -$825K 1.93% 15
2022
Q2 		$10.3M Buy
202,340
+75,285
+59% +$3.92M 2.17% 11
2022
Q1 		$6.97M Buy
127,055
+6,305
+5% +$357K 1.36% 27
2021
Q4 		$7.16M Sell
120,750
-19,200
-14% -$1.14M 1.38% 26
2021
Q3 		$8.4M Sell
139,950
-19,850
-12% -$1.21M 1.76% 15
2021
Q2 		$9.67M Sell
159,800
-13,580
-8% -$813K 1.86% 13
2021
Q1 		$10.3M Buy
173,380
+11,525
+7% +$697K 2.14% 9
2020
Q4 		$10M Buy
161,855
+75,650
+88% +$4.63M 2.22% 8
2020
Q3 		$5.24M Buy
86,205
+54,695
+174% +$3.34M 1.38% 24
2020
Q2 		$1.9M Buy
+31,510
New +$1.84M 0.5% 64

Other funds holding IGIB

Financial Engines Advisors
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Parkside Investments's IGIB Position: Q3 2023 in Review

Parkside Investments sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2023, closing a stake of 180,335 shares — an estimated $9.12M sold.

Parkside Investments first reported a position in IGIB in Q2 2020 and held it in 13 quarters. The position peaked at $10.3M in Q2 2022. 518 funds tracked by Wall St. Rank hold IGIB as of Q3 2023.

  • Parkside Investments reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Parkside Investments sold 180,335 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $9.12M.
  • Parkside Investments first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2020 and held it in 13 quarters.
  • Parkside Investments's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $10.3M in Q2 2022.
  • 518 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Parkside Investments's 13F filing for Q3 2023, filed 10 Oct 2023.