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Trifecta Capital Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Trifecta Capital Advisors’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
Q2 		– Sell
-214
Closed -$11K – 424
2024
Q1 		$11K Buy
+214
New +$11K ﹤0.01% 199

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Trifecta Capital Advisors's IGIB Position: Q2 2024 in Review

Trifecta Capital Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2024, closing a stake of 214 shares — an estimated $11K sold.

Trifecta Capital Advisors first reported a position in IGIB in Q1 2024 and held it in 1 quarter. The position peaked at $11K in Q1 2024. 559 funds tracked by Wall St. Rank hold IGIB as of Q2 2024.

  • Trifecta Capital Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Trifecta Capital Advisors sold 214 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $11K.
  • Trifecta Capital Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2024 and held it in 1 quarter.
  • Trifecta Capital Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $11K in Q1 2024.
  • 559 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Trifecta Capital Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.