Red Cedar Investment Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Red Cedar Investment 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 Q3	–	Sell	-19,256	Closed	-$974K	–	80
2023 Q2	$974K	Buy	19,256 +2,471	+15%	+$126K	0.15%	69
2023 Q1	$861K	Hold	16,785	–	–	0.13%	69
2022 Q4	$831K	Hold	16,785	–	–	0.13%	66
2022 Q3	$810K	Buy	16,785 +4,114	+32%	+$210K	0.14%	61
2022 Q2	$647K	Sell	12,671 -67,838	-84%	-$3.54M	0.11%	73
2022 Q1	$4.42M	Buy	80,509 +509	+0.6%	+$28.9K	0.62%	21
2021 Q4	$4.74M	Buy	80,000 +67,329	+531%	+$4.01M	0.57%	23
2021 Q3	$761K	Hold	12,671	–	–	0.1%	76
2021 Q2	$767K	Hold	12,671	–	–	0.1%	61
2021 Q1	$751K	Hold	12,671	–	–	0.1%	68
2020 Q4	$783K	Buy	12,671 +5,374	+74%	+$329K	0.12%	59
2020 Q3	$444K	Hold	7,297	–	–	0.08%	65
2020 Q2	$441K	Buy	7,297 +3,987	+120%	+$232K	0.1%	63
2020 Q1	$182K	Buy	+3,310	New	+$191K	0.08%	28

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 $5.29B AUM 8.96% 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 $424B AUM 22.94% 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

Red Cedar Investment Management's IGIB Position: Q3 2023 in Review

Red Cedar Investment Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2023, closing a stake of 19,256 shares — an estimated $974K sold.

Red Cedar Investment Management first reported a position in IGIB in Q1 2020 and held it in 14 quarters. The position peaked at $4.74M in Q4 2021. 518 funds tracked by Wall St. Rank hold IGIB as of Q3 2023.

Red Cedar Investment Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Red Cedar Investment Management sold 19,256 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $974K.
Red Cedar Investment Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2020 and held it in 14 quarters.
Red Cedar Investment Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $4.74M 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 Red Cedar Investment Management's 13F filing for Q3 2023, filed 30 Oct 2023.