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

StrategIQ Financial Group’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 		$435K Sell
8,370
-223
-3% -$11K 0.05% 224
2023
Q3 		$418K Sell
8,593
-185
-2% -$9.21K 0.05% 227
2023
Q2 		$444K Sell
8,778
-1,047
-11% -$53.2K 0.05% 224
2023
Q1 		$504K Sell
9,825
-259
-3% -$13.1K 0.06% 199
2022
Q4 		$499K Sell
10,084
-1,745
-15% -$85.5K 0.06% 191
2022
Q3 		$571K Sell
11,829
-1,248
-10% -$63.8K 0.07% 170
2022
Q2 		$668K Sell
13,077
-1,465
-10% -$76.4K 0.08% 163
2022
Q1 		$798K Sell
14,542
-1,879
-11% -$107K 0.09% 159
2021
Q4 		$973K Sell
16,421
-1,622
-9% -$96.6K 0.1% 139
2021
Q3 		$1.08M Sell
18,043
-233
-1% -$14.2K 0.22% 91
2021
Q2 		$1.11M Sell
18,276
-327
-2% -$19.6K 0.22% 87
2021
Q1 		$1.1M Sell
18,603
-887
-5% -$53.7K 0.23% 83
2020
Q4 		$1.2M Sell
19,490
-98
-0.5% -$6K 0.27% 77
2020
Q3 		$1.19M Sell
19,588
-2,263
-10% -$138K 0.3% 69
2020
Q2 		$1.32M Sell
21,851
-19
-0.1% -$1.11K 0.36% 62
2020
Q1 		$1.2M Sell
21,870
-1,620
-7% -$93.6K 0.37% 60
2019
Q4 		$1.36M Sell
23,490
-1,454
-6% -$84.2K 0.35% 60
2019
Q3 		$1.45M Sell
24,944
-3,717
-13% -$214K 0.41% 56
2019
Q2 		$1.63M Sell
28,661
-8,805
-24% -$489K 0.47% 50
2019
Q1 		$2.07M Buy
37,466
+4,905
+15% +$264K 0.64% 42
2018
Q4 		$1.71M Sell
32,561
-4,494
-12% -$235K 0.59% 43
2018
Q3 		$1.97M Sell
37,055
-149
-0.4% -$7.93K 0.62% 40
2018
Q2 		$1.98M Buy
37,204
+5,086
+16% +$270K 0.68% 36
2018
Q1 		$1.72M Buy
32,118
+1,228
+4% +$66.1K 0.68% 43
2017
Q4 		$1.69M Sell
30,890
-26,506
-46% -$1.45M 0.66% 45
2017
Q3 		$3.16M Buy
57,396
+3,088
+6% +$170K 1.27% 18
2017
Q2 		$2.98M Buy
54,308
+1,032
+2% +$56.6K 1.27% 18
2017
Q1 		$2.9M Buy
53,276
+4,216
+9% +$229K 1.32% 18
2016
Q4 		$2.65M Buy
49,060
+3,690
+8% +$202K 1.33% 18
2016
Q3 		$2.53M Buy
45,370
+15,856
+54% +$883K 1.39% 17
2016
Q2 		$1.64M Buy
29,514
+3,810
+15% +$210K 0.96% 27
2016
Q1 		$1.41M Buy
25,704
+4,618
+22% +$249K 1.32% 18
2015
Q4 		$1.13M Buy
+21,086
New +$1.14M 1.16% 19

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
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
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
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

StrategIQ Financial Group's IGIB Position: Q4 2023 in Review

StrategIQ Financial Group reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 2.6% in Q4 2023, selling an estimated $11K and leaving 8,370 shares worth $435K. The position accounts for 0.05% of the portfolio, ranked #224.

StrategIQ Financial Group first reported a position in IGIB in Q4 2015 and has held it in 33 quarters since. The position peaked at $3.16M in Q3 2017. 552 funds tracked by Wall St. Rank hold IGIB as of Q4 2023.

  • StrategIQ Financial Group held 8,370 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $435K as of Q4 2023.
  • StrategIQ Financial Group sold 223 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $11K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.05% of StrategIQ Financial Group's portfolio in Q4 2023, its #224 holding.
  • StrategIQ Financial Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2015 and has held it in 33 quarters since.
  • StrategIQ Financial Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $3.16M in Q3 2017.
  • 552 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.