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Summit X LLC’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Summit X LLC’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
Q1 		– Sell
-7,149
Closed -$365K – 278
2022
Q4 		$365K Buy
+7,149
New +$350K 0.11% 189
2022
Q3 		– Sell
-7,149
Closed -$364K – 256
2022
Q2 		$364K Buy
7,149
+54
+0.8% +$2.81K 0.11% 189
2022
Q1 		$391K Sell
7,095
-54
-0.8% -$3.06K 0.1% 189
2021
Q4 		$424K Hold
7,149
– – 0.1% 189
2021
Q3 		$430K Sell
7,149
-1,236
-15% -$75.1K 0.11% 187
2021
Q2 		$507K Sell
8,385
-90
-1% -$5.39K 0.13% 168
2021
Q1 		$501K Sell
8,475
-3,638
-30% -$220K 0.14% 159
2020
Q4 		$748K Buy
+12,113
New +$741K 0.22% 107
2020
Q2 		$300K Sell
4,969
-33,346
-87% -$1.94M 0.11% 166
2020
Q1 		$2.1M Sell
38,315
-601
-2% -$34.7K 0.98% 26
2019
Q4 		$2.25M Sell
38,916
-114
-0.3% -$6.6K 0.84% 32
2019
Q3 		$2.25M Sell
39,030
-2,487
-6% -$143K 0.9% 27
2019
Q2 		$2.37M Buy
41,517
+1,148
+3% +$63.7K 0.97% 25
2019
Q1 		$2.21M Buy
40,369
+3,026
+8% +$163K 0.95% 26
2018
Q4 		$1.96M Buy
37,343
+31,320
+520% +$1.64M 1.13% 20
2018
Q3 		$320K Buy
6,023
+655
+12% +$34.9K 0.16% 164
2018
Q2 		$285K Buy
+5,368
New +$285K 0.16% 155
2017
Q4 		– Sell
-3,638
Closed -$200K – 185
2017
Q3 		$200K Buy
+3,638
New +$200K 0.13% 173

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Summit X LLC's IGIB Position: Q1 2023 in Review

Summit X LLC sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2023, closing a stake of 7,149 shares — an estimated $365K sold.

Summit X LLC first reported a position in IGIB in Q3 2017 and held it in 18 quarters. The position peaked at $2.37M in Q2 2019. 501 funds tracked by Wall St. Rank hold IGIB as of Q1 2023.

  • Summit X LLC reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Summit X LLC sold 7,149 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $365K.
  • Summit X LLC first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2017 and held it in 18 quarters.
  • Summit X LLC's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $2.37M in Q2 2019.
  • 501 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Summit X LLC's 13F filing for Q1 2023, filed 10 May 2023.