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

Advisor Group’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
Q4 		$76.9M Buy
1,325,195
+63,674
+5% +$3.69M 0.53% 33
2019
Q3 		$73.1M Buy
1,261,521
+102,649
+9% +$5.9M 0.54% 32
2019
Q2 		$66M Buy
1,158,872
+63,371
+6% +$3.52M 0.51% 36
2019
Q1 		$60.4M Buy
1,095,501
+16,366
+2% +$880K 0.5% 33
2018
Q4 		$56.6M Buy
1,079,135
+459,955
+74% +$24.1M 0.56% 33
2018
Q3 		$32.9M Sell
619,180
-54,874
-8% -$2.92M 0.33% 57
2018
Q2 		$35.8M Sell
674,054
-9,504
-1% -$505K 0.49% 33
2018
Q1 		$36.7M Sell
683,558
-42,968
-6% -$2.31M 0.5% 30
2017
Q4 		$39.7M Buy
726,526
+191,280
+36% +$10.5M 0.53% 35
2017
Q3 		$29.5M Buy
535,246
+118,158
+28% +$6.51M 0.46% 33
2017
Q2 		$22.9M Buy
417,088
+131,394
+46% +$7.2M 0.4% 43
2017
Q1 		$15.6M Buy
285,694
+110,022
+63% +$5.97M 0.31% 57
2016
Q4 		$9.5M Buy
175,672
+57,462
+49% +$3.14M 0.21% 105
2016
Q3 		$6.58M Buy
118,210
+14,768
+14% +$822K 0.16% 145
2016
Q2 		$5.75M Buy
+103,442
New +$5.69M 0.15% 152

Other funds holding IGIB

PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advisor Group's IGIB Position: Q4 2019 in Review

Advisor Group increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 5% in Q4 2019, buying an estimated $3.69M and bringing the position to 1,325,195 shares worth $76.9M. The position accounts for 0.53% of the portfolio, ranked #33.

Advisor Group first reported a position in IGIB in Q2 2016 and has held it in 15 quarters since. 506 funds tracked by Wall St. Rank hold IGIB as of Q4 2019.

  • Advisor Group held 1,325,195 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $76.9M as of Q4 2019.
  • Advisor Group bought 63,674 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2019, an estimated $3.69M.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.53% of Advisor Group's portfolio in Q4 2019, its #33 holding.
  • Advisor Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2016 and has held it in 15 quarters since.
  • 506 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.