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

Ridgewood Investments’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	-3,390	Closed	-$171K	–	454
2023 Q2	$171K	Sell	3,390 -75	-2%	-$3.81K	0.1%	181
2023 Q1	$178K	Buy	+3,465	New	+$176K	0.11%	186
2022 Q3	–	Sell	-4,274	Closed	-$218K	–	183
2022 Q2	$218K	Hold	4,274	–	–	0.17%	161
2022 Q1	$235K	Buy	+4,274	New	+$242K	0.15%	167

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

Ridgewood Investments's IGIB Position: Q3 2023 in Review

Ridgewood Investments sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2023, closing a stake of 3,390 shares — an estimated $171K sold.

Ridgewood Investments first reported a position in IGIB in Q1 2022 and held it in 4 quarters. The position peaked at $235K in Q1 2022. 518 funds tracked by Wall St. Rank hold IGIB as of Q3 2023.

Ridgewood Investments reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Ridgewood Investments sold 3,390 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $171K.
Ridgewood Investments first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2022 and held it in 4 quarters.
Ridgewood Investments's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $235K in Q1 2022.
518 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Ridgewood Investments's 13F filing for Q3 2023, filed 20 Oct 2023.