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

Sugarloaf Wealth 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
2024
Q4 		$7.83K Buy
152
+2
+1% +$105 ﹤0.01% 531
2024
Q3 		$8.04K Buy
150
+2
+1% +$105 ﹤0.01% 524
2024
Q2 		$7.59K Buy
148
+2
+1% +$102 ﹤0.01% 505
2024
Q1 		$7.56K Buy
146
+1
+0.7% +$51 ﹤0.01% 509
2023
Q4 		$7.56K Buy
145
+2
+1% +$99 ﹤0.01% 514
2023
Q3 		$6.98K Sell
143
-65
-31% -$3.24K ﹤0.01% 507
2023
Q2 		$10.5K Buy
208
+2
+1% +$102 ﹤0.01% 469
2023
Q1 		$10.6K Buy
206
+1
+0.5% +$51 ﹤0.01% 465
2022
Q4 		$10.2K Buy
205
+2
+1% +$98 ﹤0.01% 494
2022
Q3 		$10K Buy
203
+1
+0.5% +$51 ﹤0.01% 522
2022
Q2 		$10K Buy
202
+2
+1% +$104 ﹤0.01% 527
2022
Q1 		$11K Hold
200
– – ﹤0.01% 484
2021
Q4 		$12K Sell
200
-183
-48% -$10.9K ﹤0.01% 490
2021
Q3 		$23K Buy
383
+2
+0.5% +$121 0.01% 400
2021
Q2 		$23K Sell
381
-1,883
-83% -$113K 0.01% 392
2021
Q1 		$72 Sell
2,264
-44
-2% -$2.66K 0.02% 226
2020
Q4 		$143K Sell
2,308
-870
-27% -$53.2K 0.05% 140
2020
Q3 		$193K Sell
3,178
-588
-16% -$35.9K 0.07% 114
2020
Q2 		$227K Sell
3,766
-1,012
-21% -$59K 0.09% 97
2020
Q1 		$262K Buy
+4,778
New +$276K 0.12% 89

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

Sugarloaf Wealth Management's IGIB Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 1.3% in Q4 2024, buying an estimated $105 and bringing the position to 152 shares worth $7.83K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Sugarloaf Wealth Management first reported a position in IGIB in Q1 2020 and has held it in 20 quarters since. The position peaked at $262K in Q1 2020. 628 funds tracked by Wall St. Rank hold IGIB as of Q4 2024.

  • Sugarloaf Wealth Management held 152 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $7.83K as of Q4 2024.
  • Sugarloaf Wealth Management bought 2 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $105.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #531 holding.
  • Sugarloaf Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 20 quarters since.
  • Sugarloaf Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $262K in Q1 2020.
  • 628 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.