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

3D/L 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
2022 Q2	–	Sell	-3,718	Closed	-$204K	–	117
2022 Q1	$204K	Buy	3,718 +44	+1%	+$2.5K	0.05%	122
2021 Q4	$218K	Buy	3,674 +36	+1%	+$2.14K	0.05%	122
2021 Q3	$219K	Buy	3,638 +277	+8%	+$16.8K	0.05%	121
2021 Q2	$203K	Buy	+3,361	New	+$201K	0.05%	124

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UCFA

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

DILIC

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

3D/L Capital Management's IGIB Position: Q2 2022 in Review

3D/L Capital Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2022, closing a stake of 3,718 shares — an estimated $204K sold.

3D/L Capital Management first reported a position in IGIB in Q2 2021 and held it in 4 quarters. The position peaked at $219K in Q3 2021. 520 funds tracked by Wall St. Rank hold IGIB as of Q2 2022.

3D/L Capital Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
3D/L Capital Management sold 3,718 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $204K.
3D/L Capital Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2021 and held it in 4 quarters.
3D/L Capital Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $219K in Q3 2021.
520 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on 3D/L Capital Management's 13F filing for Q2 2022, filed 2 Aug 2022.