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

Zullo Investment Group’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
2023 Q1	–	Sell	-469	Closed	-$23.2K	–	413
2022 Q4	$23.2K	Hold	469	–	–	0.01%	374
2022 Q3	$23K	Sell	469 -107	-19%	-$5.47K	0.01%	371
2022 Q2	$29K	Sell	576 -448	-44%	-$23.4K	0.02%	349
2022 Q1	$56K	Hold	1,024	–	–	0.03%	290
2021 Q4	$61K	Buy	+1,024	New	+$61K	0.03%	280

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

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

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

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

Zullo Investment Group's IGIB Position: Q1 2023 in Review

Zullo Investment Group sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2023, closing a stake of 469 shares — an estimated $23.2K sold.

Zullo Investment Group first reported a position in IGIB in Q4 2021 and held it in 5 quarters. The position peaked at $61K in Q4 2021. 502 funds tracked by Wall St. Rank hold IGIB as of Q1 2023.

Zullo Investment Group reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Zullo Investment Group sold 469 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $23.2K.
Zullo Investment Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2021 and held it in 5 quarters.
Zullo Investment Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $61K in Q4 2021.
502 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.