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1834 Investment Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

1834 Investment 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
2022
Q3 		– Sell
-3,202
Closed -$163K – 321
2022
Q2 		$163K Sell
3,202
-4,726
-60% -$246K 0.02% 205
2022
Q1 		$435K Sell
7,928
-548
-6% -$31.1K 0.05% 142
2021
Q4 		$502K Sell
8,476
-2,418
-22% -$144K 0.06% 132
2021
Q3 		$654K Sell
10,894
-11,272
-51% -$685K 0.08% 122
2021
Q2 		$1.34M Sell
22,166
-4,076
-16% -$244K 0.16% 95
2021
Q1 		$1.55M Sell
26,242
-8,189
-24% -$495K 0.2% 85
2020
Q4 		$2.13M Sell
34,431
-23,130
-40% -$1.41M 0.28% 69
2020
Q3 		$3.5M Sell
57,561
-17,858
-24% -$1.09M 0.51% 55
2020
Q2 		$4.55M Sell
75,419
-23,154
-23% -$1.35M 0.72% 46
2020
Q1 		$5.41M Sell
98,573
-4,476
-4% -$258K 1.03% 33
2019
Q4 		$5.97M Sell
103,049
-274
-0.3% -$15.9K 0.92% 39
2019
Q3 		$5.98M Buy
103,323
+244
+0.2% +$14K 0.87% 40
2019
Q2 		$5.87M Sell
103,079
-6,067
-6% -$337K 0.88% 40
2019
Q1 		$6.02M Sell
109,146
-1,098
-1% -$59K 0.92% 43
2018
Q4 		$5.78M Sell
110,244
-39,588
-26% -$2.07M 0.97% 43
2018
Q3 		$7.96M Sell
149,832
-3,352
-2% -$178K 1.16% 31
2018
Q2 		$8.14M Sell
153,184
-10,578
-6% -$562K 1.27% 24
2018
Q1 		$8.78M Sell
163,762
-3,178
-2% -$171K 1.5% 18
2017
Q4 		$9.12M Buy
166,940
+2,682
+2% +$147K 1.44% 19
2017
Q3 		$9.05M Sell
164,258
-80
-0% -$4.41K 1.69% 14
2017
Q2 		$9.02M Sell
164,338
-1,098
-0.7% -$60.2K 1.7% 12
2017
Q1 		$9.01M Sell
165,436
-2,834
-2% -$154K 1.73% 12
2016
Q4 		$9.1M Sell
168,270
-740
-0.4% -$40.5K 1.84% 11
2016
Q3 		$9.41M Sell
169,010
-3,042
-2% -$169K 2.04% 7
2016
Q2 		$9.57M Sell
172,052
-306
-0.2% -$16.8K 2.08% 6
2016
Q1 		$9.45M Sell
172,358
-2,028
-1% -$110K 2.16% 6
2015
Q4 		$9.35M Sell
174,386
-2,466
-1% -$133K 2.2% 5
2015
Q3 		$9.6M Buy
+176,852
New +$9.59M 2.38% 4

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

1834 Investment Advisors's IGIB Position: Q3 2022 in Review

1834 Investment Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2022, closing a stake of 3,202 shares — an estimated $163K sold.

1834 Investment Advisors first reported a position in IGIB in Q3 2015 and held it in 28 quarters. The position peaked at $9.6M in Q3 2015. 485 funds tracked by Wall St. Rank hold IGIB as of Q3 2022.

  • 1834 Investment Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • 1834 Investment Advisors sold 3,202 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $163K.
  • 1834 Investment Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2015 and held it in 28 quarters.
  • 1834 Investment Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $9.6M in Q3 2015.
  • 485 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.