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

West Michigan 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 Q3	–	Sell	-5,392	Closed	-$276K	–	197
2024 Q2	$276K	Buy	5,392 +75	+1%	+$3.82K	0.09%	146
2024 Q1	$274K	Buy	5,317 +1,158	+28%	+$59.5K	0.09%	142
2023 Q4	$216K	Sell	4,159 -749	-15%	-$37K	0.08%	143
2023 Q3	$239K	Sell	4,908 -287	-6%	-$14.3K	0.13%	125
2023 Q2	$263K	Sell	5,195 -490	-9%	-$24.9K	0.11%	172
2023 Q1	$292K	Buy	+5,685	New	+$288K	0.17%	101
2022 Q4	–	Sell	-4,307	Closed	-$208K	–	124
2022 Q3	$208K	Sell	4,307 -1,257	-23%	-$64.3K	0.18%	98
2022 Q2	$284K	Buy	5,564 +312	+6%	+$16.3K	0.24%	82
2022 Q1	$288K	Buy	+5,252	New	+$298K	0.19%	94

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

West Michigan Advisors's IGIB Position: Q3 2024 in Review

West Michigan Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2024, closing a stake of 5,392 shares — an estimated $276K sold.

West Michigan Advisors first reported a position in IGIB in Q1 2022 and held it in 9 quarters. The position peaked at $292K in Q1 2023. 585 funds tracked by Wall St. Rank hold IGIB as of Q3 2024.

West Michigan Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
West Michigan Advisors sold 5,392 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $276K.
West Michigan Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2022 and held it in 9 quarters.
West Michigan Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $292K in Q1 2023.
585 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2024.

Based on West Michigan Advisors's 13F filing for Q3 2024, filed 23 Oct 2024.