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Steph & Co’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Steph & Co’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
Q4 		– Sell
-925
Closed -$49.7K – 290
2024
Q3 		$49.7K Buy
+925
New +$48.8K 0.02% 178

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Steph & Co's IGIB Position: Q4 2024 in Review

Steph & Co sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2024, closing a stake of 925 shares — an estimated $49.7K sold.

Steph & Co first reported a position in IGIB in Q3 2024 and held it in 1 quarter. The position peaked at $49.7K in Q3 2024. 628 funds tracked by Wall St. Rank hold IGIB as of Q4 2024.

  • Steph & Co reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Steph & Co sold 925 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $49.7K.
  • Steph & Co first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Steph & Co's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $49.7K in Q3 2024.
  • 628 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Steph & Co's 13F filing for Q4 2024, filed 14 Jan 2025.