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

Perennial Investment Advisors’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
-4,891
Closed -$263K – 422
2024
Q3 		$263K Buy
+4,891
New +$258K 0.03% 313

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

Perennial Investment Advisors's IGIB Position: Q4 2024 in Review

Perennial Investment Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2024, closing a stake of 4,891 shares — an estimated $263K sold.

Perennial Investment Advisors first reported a position in IGIB in Q3 2024 and held it in 1 quarter. The position peaked at $263K in Q3 2024. 628 funds tracked by Wall St. Rank hold IGIB as of Q4 2024.

  • Perennial Investment Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Perennial Investment Advisors sold 4,891 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $263K.
  • Perennial Investment Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Perennial Investment Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $263K 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 Perennial Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.