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

WR Wealth Planners’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	$31.5K	Sell	612 -12	-2%	-$628	0.01%	382
2024 Q3	$33.5K	Hold	624	–	–	0.01%	395
2024 Q2	$32K	Sell	624 -3	-0.5%	-$153	0.01%	381
2024 Q1	$32.4K	Buy	+627	New	+$32.2K	0.01%	384
2023 Q4	–	Sell	-188	Closed	-$9.15K	–	504
2023 Q3	$9.15K	Hold	188	–	–	﹤0.01%	590
2023 Q2	$9.51K	Buy	188 +69	+58%	+$3.51K	﹤0.01%	588
2023 Q1	$6.1K	Buy	+119	New	+$6.03K	﹤0.01%	651
2022 Q2	–	Sell	-250	Closed	-$13.7K	–	536
2022 Q1	$13.7K	Buy	+250	New	+$14.2K	0.01%	269

Other funds holding IGIB

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WR Wealth Planners's IGIB Position: Q4 2024 in Review

WR Wealth Planners reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 1.9% in Q4 2024, selling an estimated $628 and leaving 612 shares worth $31.5K. The position accounts for 0.01% of the portfolio, ranked #382.

WR Wealth Planners first reported a position in IGIB in Q1 2022 and has held it in 8 quarters since. The position peaked at $33.5K in Q3 2024. 628 funds tracked by Wall St. Rank hold IGIB as of Q4 2024.

WR Wealth Planners held 612 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $31.5K as of Q4 2024.
WR Wealth Planners sold 12 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $628.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #382 holding.
WR Wealth Planners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 8 quarters since.
WR Wealth Planners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $33.5K in Q3 2024.
628 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.