Pecaut & Co’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Pecaut & Co’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 Q2	–	Sell	-82,049	Closed	-$4.21M	–	114
2023 Q1	$4.21M	Sell	82,049 -2,940	-3%	-$149K	1.92%	15
2022 Q4	$4.21M	Buy	84,989 +13,012	+18%	+$638K	2%	18
2022 Q3	$3.48M	Sell	71,977 -36	-0%	-$1.84K	1.84%	17
2022 Q2	$3.68M	Sell	72,013 -85,314	-54%	-$4.45M	2.07%	14
2022 Q1	$8.63M	Buy	157,327 +3,362	+2%	+$191K	4.2%	5
2021 Q4	$9.13M	Buy	153,965 +22,742	+17%	+$1.35M	4.63%	5
2021 Q3	$7.88M	Buy	131,223 +90,999	+226%	+$5.53M	4.7%	5
2021 Q2	$2.43M	Buy	+40,224	New	+$2.41M	1.59%	19

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Pecaut & Co's IGIB Position: Q2 2023 in Review

Pecaut & Co sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2023, closing a stake of 82,049 shares — an estimated $4.21M sold.

Pecaut & Co first reported a position in IGIB in Q2 2021 and held it in 8 quarters. The position peaked at $9.13M in Q4 2021. 524 funds tracked by Wall St. Rank hold IGIB as of Q2 2023.

Pecaut & Co reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Pecaut & Co sold 82,049 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $4.21M.
Pecaut & Co first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2021 and held it in 8 quarters.
Pecaut & Co's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $9.13M in Q4 2021.
524 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Pecaut & Co's 13F filing for Q2 2023, filed 9 Aug 2023.