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

Advantage Investment 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
2019
Q3 		$7K Buy
+129
New +$7.41K 0.01% 710
2018
Q3 		– Sell
-86
Closed -$5K – 1047
2018
Q2 		$5K Buy
86
+80
+1,333% +$4.25K ﹤0.01% 768
2018
Q1 		$0 Hold
6
– – ﹤0.01% 1026
2017
Q4 		$0 Hold
6
– – ﹤0.01% 1031
2017
Q3 		$0 Hold
6
– – ﹤0.01% 1066
2017
Q2 		$0 Hold
6
– – ﹤0.01% 1093
2017
Q1 		$0 Hold
6
– – ﹤0.01% 1005
2016
Q4 		$0 Hold
6
– – ﹤0.01% 985
2016
Q3 		$0 Hold
6
– – ﹤0.01% 929
2016
Q2 		$0 Hold
6
– – ﹤0.01% 884
2016
Q1 		$0 Sell
6
-2,784
-100% -$150K ﹤0.01% 881
2015
Q4 		$150K Buy
+2,790
New +$151K 0.08% 165
2015
Q2 		– Sell
-546
Closed -$30K – 876
2015
Q1 		$30K Sell
546
-6,920
-93% -$381K 0.02% 406
2014
Q4 		$408K Buy
+7,466
New +$409K 0.3% 72

Other funds holding IGIB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Advantage Investment Management's IGIB Position: Q3 2019 in Review

Advantage Investment Management opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2019: 129 shares worth $7K. The stake represents 0.01% of the portfolio and ranks #710 among its holdings. This is a return to the name: Advantage Investment Management previously reported a position in IGIB as recently as Q2 2018.

Advantage Investment Management first reported a position in IGIB in Q4 2014 and has held it in 14 quarters since. The position peaked at $408K in Q4 2014. 428 funds tracked by Wall St. Rank hold IGIB as of Q3 2019.

  • Advantage Investment Management held 129 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $7K as of Q3 2019.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF was a new Advantage Investment Management position in Q3 2019.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of Advantage Investment Management's portfolio in Q3 2019, its #710 holding.
  • Advantage Investment Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2014 and has held it in 14 quarters since.
  • Advantage Investment Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $408K in Q4 2014.
  • 428 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.