ZIM
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Zacks Investment Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Zacks Investment Management’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
-5,045
Closed -$259K – 725
2024
Q2 		$259K Sell
5,045
-38,607
-88% -$1.97M ﹤0.01% 537
2024
Q1 		$2.25M Sell
43,652
-51,510
-54% -$2.65M 0.02% 296
2023
Q4 		$4.95M Buy
95,162
+7,804
+9% +$386K 0.06% 188
2023
Q3 		$4.25M Buy
87,358
+24,682
+39% +$1.23M 0.06% 197
2023
Q2 		$3.17M Sell
62,676
-8,660
-12% -$440K 0.04% 225
2023
Q1 		$3.66M Buy
71,336
+10,411
+17% +$527K 0.05% 214
2022
Q4 		$3.02M Buy
60,925
+56,309
+1,220% +$2.76M 0.04% 239
2022
Q3 		$223K Buy
+4,616
New +$236K ﹤0.01% 523

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
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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
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

Zacks Investment Management's IGIB Position: Q3 2024 in Review

Zacks Investment Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2024, closing a stake of 5,045 shares — an estimated $259K sold.

Zacks Investment Management first reported a position in IGIB in Q3 2022 and held it in 8 quarters. The position peaked at $4.95M in Q4 2023. 585 funds tracked by Wall St. Rank hold IGIB as of Q3 2024.

  • Zacks Investment Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Zacks Investment Management sold 5,045 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $259K.
  • Zacks Investment Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2022 and held it in 8 quarters.
  • Zacks Investment Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $4.95M in Q4 2023.
  • 585 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Zacks Investment Management's 13F filing for Q3 2024, filed 14 Nov 2024.