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

RHS Financial’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	-4,244	Closed	-$215K	–	96
2023 Q2	$215K	Buy	4,244 +68	+2%	+$3.46K	0.16%	91
2023 Q1	$214K	Sell	4,176 -987	-19%	-$50K	0.16%	90
2022 Q4	$256K	Sell	5,163 -1,826	-26%	-$89.5K	0.2%	79
2022 Q3	$337K	Buy	6,989 +3,024	+76%	+$155K	0.3%	63
2022 Q2	$202K	Buy	+3,965	New	+$207K	0.17%	78

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 $4.81B AUM 4.62% 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 $374B AUM 17.66% 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

RHS Financial's IGIB Position: Q3 2023 in Review

RHS Financial sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2023, closing a stake of 4,244 shares — an estimated $215K sold.

RHS Financial first reported a position in IGIB in Q2 2022 and held it in 5 quarters. The position peaked at $337K in Q3 2022. 518 funds tracked by Wall St. Rank hold IGIB as of Q3 2023.

RHS Financial reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
RHS Financial sold 4,244 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $215K.
RHS Financial first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2022 and held it in 5 quarters.
RHS Financial's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $337K in Q3 2022.
518 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2023.

Based on RHS Financial's 13F filing for Q3 2023, filed 24 Oct 2023.