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

AdvicePeriod’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	$3.88M	Buy	64,202 +8,437	+15%	+$505K	0.25%	49
2021 Q1	$3.3M	Buy	55,765 +2,094	+4%	+$127K	0.23%	47
2020 Q4	$3.32M	Buy	53,671 +5,661	+12%	+$346K	0.25%	47
2020 Q3	$2.92M	Sell	48,010 -1,665	-3%	-$102K	0.26%	48
2020 Q2	$3M	Buy	49,675 +1,988	+4%	+$116K	0.33%	48
2020 Q1	$2.62M	Sell	47,687 -26,044	-35%	-$1.5M	0.27%	54
2019 Q4	$4.28M	Sell	73,731 -12,941	-15%	-$749K	0.37%	45
2019 Q3	$5.02M	Buy	86,672 +9,355	+12%	+$538K	0.46%	40
2019 Q2	$4.4M	Buy	77,317 +46,410	+150%	+$2.58M	0.41%	42
2019 Q1	$1.7M	Sell	30,907 -122,384	-80%	-$6.58M	0.16%	56
2018 Q4	$8.04M	Sell	153,291 -538	-0.3%	-$28.1K	0.91%	23
2018 Q3	$8.17M	Buy	153,829 +3,179	+2%	+$169K	0.89%	24
2018 Q2	$8M	Buy	150,650 +7,902	+6%	+$420K	1.27%	20
2018 Q1	$7.65M	Buy	142,748 +8,956	+7%	+$482K	1.32%	20
2017 Q4	$7.31M	Buy	+133,792	New	+$7.33M	1.39%	17

Other funds holding IGIB

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

DILIC

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

FRBONY

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

UCFA

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 $58.2B AUM 22.78% 1-Year Est. Return

MYLI

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

AdvicePeriod's IGIB Position: Q2 2021 in Review

AdvicePeriod increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 15% in Q2 2021, buying an estimated $505K and bringing the position to 64,202 shares worth $3.88M. The position accounts for 0.25% of the portfolio, ranked #49.

AdvicePeriod first reported a position in IGIB in Q4 2017 and has held it in 15 quarters since. The position peaked at $8.17M in Q3 2018. 544 funds tracked by Wall St. Rank hold IGIB as of Q2 2021.

AdvicePeriod held 64,202 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $3.88M as of Q2 2021.
AdvicePeriod bought 8,437 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $505K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.25% of AdvicePeriod's portfolio in Q2 2021, its #49 holding.
AdvicePeriod first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 15 quarters since.
AdvicePeriod's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $8.17M in Q3 2018.
544 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2021.

Based on AdvicePeriod's 13F filing for Q2 2021, filed 29 Jul 2021.