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

Smith Anglin 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 Q4	–	Sell	-66,735	Closed	-$3.25M	–	191
2023 Q3	$3.25M	Buy	66,735 +24,153	+57%	+$1.2M	0.39%	36
2023 Q2	$2.15M	Buy	42,582 +11,158	+36%	+$567K	0.26%	44
2023 Q1	$1.61M	Buy	31,424 +22,544	+254%	+$1.14M	0.24%	47
2022 Q4	$440K	Buy	8,880 +2,306	+35%	+$113K	0.08%	91
2022 Q3	$317K	Buy	+6,574	New	+$336K	0.07%	102
2022 Q2	–	Sell	-3,797	Closed	-$208K	–	139
2022 Q1	$208K	Sell	3,797 -2,211	-37%	-$125K	0.05%	129
2021 Q4	$356K	Sell	6,008 -374	-6%	-$22.3K	0.06%	111
2021 Q3	$383K	Sell	6,382 -289	-4%	-$17.6K	0.07%	92
2021 Q2	$404K	Buy	6,671 +56	+0.8%	+$3.35K	0.08%	91
2021 Q1	$392K	Buy	+6,615	New	+$400K	0.08%	88

Other funds holding IGIB

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Smith Anglin Financial's IGIB Position: Q4 2023 in Review

Smith Anglin Financial sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2023, closing a stake of 66,735 shares — an estimated $3.25M sold.

Smith Anglin Financial first reported a position in IGIB in Q1 2021 and held it in 10 quarters. The position peaked at $3.25M in Q3 2023. 552 funds tracked by Wall St. Rank hold IGIB as of Q4 2023.

Smith Anglin Financial reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Smith Anglin Financial sold 66,735 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $3.25M.
Smith Anglin Financial first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2021 and held it in 10 quarters.
Smith Anglin Financial's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $3.25M in Q3 2023.
552 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Smith Anglin Financial's 13F filing for Q4 2023, filed 17 Jan 2024.