20/20 Capital Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

20/20 Capital 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
2021 Q2	$3.4M	Sell	56,222 -2,638	-4%	-$158K	0.88%	29
2021 Q1	$3.49M	Buy	58,860 +6,195	+12%	+$375K	1.01%	27
2020 Q4	$3.23M	Buy	52,665 +38,063	+261%	+$2.33M	0.94%	28
2020 Q3	$888K	Buy	14,602 +3,818	+35%	+$233K	0.33%	64
2020 Q2	$663K	Hold	10,784	–	–	0.26%	72
2020 Q1	$621K	Hold	10,784	–	–	0.28%	69
2019 Q4	$635K	Buy	+10,784	New	+$624K	0.26%	72

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

20/20 Capital Management's IGIB Position: Q2 2021 in Review

20/20 Capital Management reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 4.5% in Q2 2021, selling an estimated $158K and leaving 56,222 shares worth $3.4M. The position accounts for 0.88% of the portfolio, ranked #29.

20/20 Capital Management first reported a position in IGIB in Q4 2019 and has held it in 7 quarters since. The position peaked at $3.49M in Q1 2021. 544 funds tracked by Wall St. Rank hold IGIB as of Q2 2021.

20/20 Capital Management held 56,222 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $3.4M as of Q2 2021.
20/20 Capital Management sold 2,638 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $158K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.88% of 20/20 Capital Management's portfolio in Q2 2021, its #29 holding.
20/20 Capital Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 7 quarters since.
20/20 Capital Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $3.49M in Q1 2021.
544 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.