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

Shepherd Financial Partners’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 		– Sell
-6,156
Closed -$320K – 217
2023
Q4 		$320K Sell
6,156
-187,765
-97% -$9.28M 0.05% 175
2023
Q3 		$9.43M Buy
193,921
+3,409
+2% +$170K 1.48% 13
2023
Q2 		$9.63M Sell
190,512
-95,403
-33% -$4.85M 1.49% 12
2023
Q1 		$14.7M Buy
285,915
+21,631
+8% +$1.1M 2.45% 8
2022
Q4 		$13.1M Sell
264,284
-28,188
-10% -$1.38M 2.37% 8
2022
Q3 		$14.1M Sell
292,472
-21,350
-7% -$1.09M 2.75% 8
2022
Q2 		$16M Buy
+313,822
New +$16.4M 3.12% 5
2022
Q1 		– Sell
-7,603
Closed -$451K – 166
2021
Q4 		$451K Sell
7,603
-1,424
-16% -$84.8K 0.08% 118
2021
Q3 		$543K Sell
9,027
-1,365
-13% -$82.9K 0.1% 106
2021
Q2 		$629K Sell
10,392
-10,423
-50% -$624K 0.12% 103
2021
Q1 		$1.23M Sell
20,815
-3,726
-15% -$225K 0.27% 74
2020
Q4 		$1.52M Sell
24,541
-8,062
-25% -$493K 0.35% 68
2020
Q3 		$1.98M Buy
32,603
+1,509
+5% +$92K 0.47% 40
2020
Q2 		$1.88M Buy
31,094
+9,899
+47% +$577K 0.51% 32
2020
Q1 		$1.16M Buy
21,195
+13,504
+176% +$780K 0.4% 42
2019
Q4 		$446K Buy
7,691
+2,775
+56% +$161K 0.1% 95
2019
Q3 		$284K Sell
4,916
-199
-4% -$11.4K 0.07% 109
2019
Q2 		$291K Buy
5,115
+94
+2% +$5.22K 0.05% 112
2019
Q1 		$277K Buy
5,021
+623
+14% +$33.5K 0.05% 115
2018
Q4 		$231K Buy
4,398
+2,448
+126% +$128K 0.05% 118
2018
Q3 		$209K Sell
1,950
-1,950
-50% -$104K 0.05% 125
2018
Q2 		$206K Sell
3,900
-4,770
-55% -$254K 0.05% 126
2018
Q1 		$467K Buy
8,670
+274
+3% +$14.8K 0.12% 80
2017
Q4 		$458K Sell
8,396
-7,378
-47% -$404K 0.11% 83
2017
Q3 		$868K Buy
15,774
+4,708
+43% +$259K 0.2% 62
2017
Q2 		$605K Buy
11,066
+3,084
+39% +$169K 0.15% 74
2017
Q1 		$435K Buy
7,982
+3,148
+65% +$171K 0.11% 81
2016
Q4 		$261K Buy
+4,834
New +$264K 0.07% 96

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Northern Trust
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Shepherd Financial Partners's IGIB Position: Q1 2024 in Review

Shepherd Financial Partners sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2024, closing a stake of 6,156 shares — an estimated $320K sold.

Shepherd Financial Partners first reported a position in IGIB in Q4 2016 and held it in 28 quarters. The position peaked at $16M in Q2 2022. 536 funds tracked by Wall St. Rank hold IGIB as of Q1 2024.

  • Shepherd Financial Partners reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Shepherd Financial Partners sold 6,156 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $320K.
  • Shepherd Financial Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2016 and held it in 28 quarters.
  • Shepherd Financial Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $16M 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 Shepherd Financial Partners's 13F filing for Q1 2024, filed 23 Apr 2024.