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3D Asset Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

3D Asset 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
2020
Q3 		– Sell
-7,469
Closed -$451K – 80
2020
Q2 		$451K Buy
7,469
+60
+0.8% +$3.5K 0.13% 38
2020
Q1 		$407K Sell
7,409
-334
-4% -$19.3K 0.12% 35
2019
Q4 		$449K Buy
7,743
+83
+1% +$4.8K 0.1% 44
2019
Q3 		$444K Sell
7,660
-193
-2% -$11.1K 0.11% 40
2019
Q2 		$447K Sell
7,853
-243
-3% -$13.5K 0.11% 41
2019
Q1 		$446K Buy
8,096
+52
+0.6% +$2.79K 0.11% 39
2018
Q4 		$422K Sell
8,044
-2,525
-24% -$132K 0.11% 41
2018
Q3 		$561K Buy
10,569
+229
+2% +$12.2K 0.13% 32
2018
Q2 		$549K Buy
10,340
+130
+1% +$6.91K 0.13% 34
2018
Q1 		$547K Buy
10,210
+46
+0.5% +$2.48K 0.13% 35
2017
Q4 		$555K Buy
10,164
+100
+1% +$5.48K 0.13% 33
2017
Q3 		$554K Buy
10,064
+64
+0.6% +$3.52K 0.13% 32
2017
Q2 		$549K Buy
10,000
+62
+0.6% +$3.4K 0.14% 34
2017
Q1 		$541K Buy
9,938
+42
+0.4% +$2.28K 0.14% 35
2016
Q4 		$535K Buy
9,896
+76
+0.8% +$4.15K 0.14% 36
2016
Q3 		$547K Sell
9,820
-4,344
-31% -$242K 0.15% 37
2016
Q2 		$788K Sell
14,164
-5,090
-26% -$280K 0.22% 34
2016
Q1 		$1.06M Sell
19,254
-312,482
-94% -$16.9M 0.3% 29
2015
Q4 		$17.8M Buy
331,736
+4,692
+1% +$254K 5.31% 7
2015
Q3 		$17.8M Buy
327,044
+9,480
+3% +$514K 5.39% 6
2015
Q2 		$17.3M Buy
317,564
+5,826
+2% +$320K 5.18% 10
2015
Q1 		$17.3M Buy
311,738
+8,642
+3% +$476K 5.21% 10
2014
Q4 		$16.6M Sell
303,096
-34,970
-10% -$1.92M 5.06% 10
2014
Q3 		$18.5M Sell
338,066
-11,436
-3% -$628K 5.62% 6
2014
Q2 		$19.3M Buy
349,502
+10,366
+3% +$568K 5.59% 6
2014
Q1 		$18.5M Buy
339,136
+6,270
+2% +$341K 5.54% 6
2013
Q4 		$18M Buy
332,866
+5,084
+2% +$275K 5.47% 6
2013
Q3 		$17.7M Buy
327,782
+321,262
+4,927% +$17.3M 5.74% 6
2013
Q2 		$351K Buy
+6,520
New +$360K 0.12% 33

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

3D Asset Management's IGIB Position: Q3 2020 in Review

3D Asset Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2020, closing a stake of 7,469 shares — an estimated $451K sold.

3D Asset Management first reported a position in IGIB in Q2 2013 and held it in 29 quarters. The position peaked at $19.3M in Q2 2014. 493 funds tracked by Wall St. Rank hold IGIB as of Q3 2020.

  • 3D Asset Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • 3D Asset Management sold 7,469 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2020, an estimated $451K.
  • 3D Asset Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2013 and held it in 29 quarters.
  • 3D Asset Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $19.3M in Q2 2014.
  • 493 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2020.

Based on 3D Asset Management's 13F filing for Q3 2020, filed 9 Nov 2020.