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

Rockbridge 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
2022 Q3	–	Sell	-175	Closed	-$8.94K	–	327
2022 Q2	$8.94K	Sell	175 -863	-83%	-$45K	﹤0.01%	383
2022 Q1	$56.8K	Buy	1,038 +2	+0.2%	+$113	0.01%	277
2021 Q4	$61K	Hold	1,036	–	–	0.01%	319
2021 Q3	$62K	Hold	1,036	–	–	0.01%	292
2021 Q2	$63K	Hold	1,036	–	–	0.01%	279
2021 Q1	$61K	Hold	1,036	–	–	0.01%	269
2020 Q4	$64K	Hold	1,036	–	–	0.01%	256
2020 Q3	$63K	Hold	1,036	–	–	0.01%	243
2020 Q2	$63K	Buy	+1,036	New	+$60.4K	0.02%	213

Other funds holding IGIB

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

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Rockbridge Investment Management's IGIB Position: Q3 2022 in Review

Rockbridge Investment Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2022, closing a stake of 175 shares — an estimated $8.94K sold.

Rockbridge Investment Management first reported a position in IGIB in Q2 2020 and held it in 9 quarters. The position peaked at $64K in Q4 2020. 486 funds tracked by Wall St. Rank hold IGIB as of Q3 2022.

Rockbridge Investment Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Rockbridge Investment Management sold 175 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $8.94K.
Rockbridge Investment Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2020 and held it in 9 quarters.
Rockbridge Investment Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $64K in Q4 2020.
486 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Rockbridge Investment Management's 13F filing for Q3 2022, filed 28 May 2024.