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

Woodmont Investment Counsel’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	-755	Closed	-$39K	–	289
2024 Q1	$39K	Buy	+755	New	+$38.8K	﹤0.01%	308
2016 Q4	–	Sell	-5,884	Closed	-$328K	–	394
2016 Q3	$328K	Sell	5,884 -5,570	-49%	-$310K	0.09%	150
2016 Q2	$637K	Buy	11,454 +8,570	+297%	+$472K	0.19%	120
2016 Q1	$158K	Hold	2,884	–	–	0.05%	183
2015 Q4	$155K	Buy	2,884 +1,250	+76%	+$67.6K	0.05%	190
2015 Q3	$89K	Buy	1,634 +1,434	+717%	+$77.8K	0.03%	225
2015 Q2	$11K	Buy	+200	New	+$11K	﹤0.01%	418

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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 $5.29B AUM 8.96% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Woodmont Investment Counsel's IGIB Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2024, closing a stake of 755 shares — an estimated $39K sold.

Woodmont Investment Counsel first reported a position in IGIB in Q2 2015 and held it in 7 quarters. The position peaked at $637K in Q2 2016. 559 funds tracked by Wall St. Rank hold IGIB as of Q2 2024.

Woodmont Investment Counsel reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Woodmont Investment Counsel sold 755 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $39K.
Woodmont Investment Counsel first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2015 and held it in 7 quarters.
Woodmont Investment Counsel's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $637K in Q2 2016.
559 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.