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

Retirement Group’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 Q1	$6.04K	Hold	117	–	–	﹤0.01%	541
2023 Q4	$6.08K	Hold	117	–	–	﹤0.01%	506
2023 Q3	$5.69K	Hold	117	–	–	﹤0.01%	477
2023 Q2	$5.92K	Hold	117	–	–	﹤0.01%	489
2023 Q1	$6K	Hold	117	–	–	﹤0.01%	466
2022 Q4	$6K	Buy	+117	New	+$5.74K	﹤0.01%	413
2022 Q3	–	Sell	-234	Closed	-$12K	–	633
2022 Q2	$12K	Buy	234 +156	+200%	+$8.13K	0.01%	409
2022 Q1	$4K	Hold	78	–	–	﹤0.01%	567
2021 Q4	$5K	Hold	78	–	–	﹤0.01%	521
2021 Q3	$5K	Hold	78	–	–	﹤0.01%	445
2021 Q2	$5K	Hold	78	–	–	﹤0.01%	488
2021 Q1	$5K	Hold	78	–	–	﹤0.01%	558
2020 Q4	$4K	Buy	+78	New	+$4.77K	﹤0.01%	525

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Retirement Group's IGIB Position: Q1 2024 in Review

Retirement Group held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q1 2024 at 117 shares worth $6.04K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Retirement Group first reported a position in IGIB in Q4 2020 and has held it in 13 quarters since. The position peaked at $12K in Q2 2022. 536 funds tracked by Wall St. Rank hold IGIB as of Q1 2024.

Retirement Group held 117 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $6.04K as of Q1 2024.
Retirement Group left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q1 2024.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #541 holding.
Retirement Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 13 quarters since.
Retirement Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $12K in Q2 2022.
536 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.