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

Wealth Quarterback’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
-3,955
Closed -$212K – 124
2024
Q3 		$212K Sell
3,955
-158
-4% -$8.33K 0.11% 115
2024
Q2 		$211K Sell
4,113
-489
-11% -$24.9K 0.12% 112
2024
Q1 		$237K Sell
4,602
-138
-3% -$7.09K 0.13% 101
2023
Q4 		$246K Sell
4,740
-405
-8% -$20K 0.15% 99
2023
Q3 		$250K Sell
5,145
-790
-13% -$39.3K 0.22% 88
2023
Q2 		$300K Buy
5,935
+263
+5% +$13.4K 0.21% 86
2023
Q1 		$291K Buy
5,672
+137
+2% +$6.94K 0.25% 83
2022
Q4 		$274K Sell
5,535
-986
-15% -$48.3K 0.23% 84
2022
Q3 		$315K Sell
6,521
-87
-1% -$4.45K 0.34% 74
2022
Q2 		$337K Buy
+6,608
New +$345K 0.26% 79
2021
Q3 		$452K Buy
12,124
+4,544
+60% +$276K 0.3% 70
2021
Q2 		$460K Buy
+7,580
New +$454K 0.28% 73
2020
Q4 		$475K Sell
7,695
-5,233
-40% -$320K 0.39% 60
2020
Q3 		$781K Hold
12,928
– – 0.72% 42
2020
Q2 		$781K Sell
12,928
-16,601
-56% -$967K 0.72% 42
2020
Q1 		$1.62M Sell
29,529
-20,847
-41% -$1.2M 1.49% 18
2019
Q4 		$2.92M Buy
+50,376
New +$2.92M 2.54% 5

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

Wealth Quarterback's IGIB Position: Q4 2024 in Review

Wealth Quarterback sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2024, closing a stake of 3,955 shares — an estimated $212K sold.

Wealth Quarterback first reported a position in IGIB in Q4 2019 and held it in 17 quarters. The position peaked at $2.92M in Q4 2019. 628 funds tracked by Wall St. Rank hold IGIB as of Q4 2024.

  • Wealth Quarterback reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Wealth Quarterback sold 3,955 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $212K.
  • Wealth Quarterback first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 17 quarters.
  • Wealth Quarterback's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $2.92M in Q4 2019.
  • 628 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Wealth Quarterback's 13F filing for Q4 2024, filed 31 Jan 2025.