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

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

Envestnet Asset Management

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

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

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

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

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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return