9WM
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9258 Wealth Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

9258 Wealth 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
Q4 		– Sell
-4,066
Closed -$244K – 373
2021
Q3 		$244K Buy
+4,066
New +$247K 0.07% 299
2021
Q2 		– Sell
-3,434
Closed -$203K – 355
2021
Q1 		$203K Buy
+3,434
New +$208K 0.06% 309

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
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

9258 Wealth Management's IGIB Position: Q4 2021 in Review

9258 Wealth Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2021, closing a stake of 4,066 shares — an estimated $244K sold.

9258 Wealth Management first reported a position in IGIB in Q1 2021 and held it in 2 quarters. The position peaked at $244K in Q3 2021. 550 funds tracked by Wall St. Rank hold IGIB as of Q4 2021.

  • 9258 Wealth Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • 9258 Wealth Management sold 4,066 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $244K.
  • 9258 Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2021 and held it in 2 quarters.
  • 9258 Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $244K in Q3 2021.
  • 550 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2021.

Based on 9258 Wealth Management's 13F filing for Q4 2021, filed 11 Feb 2022.