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

Advisor Resource Council’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
-4,435
Closed -$243K – 536
2022
Q1 		$243K Sell
4,435
-538
-11% -$30.5K 0.07% 175
2021
Q4 		$295K Buy
4,973
+54
+1% +$3.21K 0.02% 438
2021
Q3 		$293K Buy
+4,919
New +$299K 0.09% 171

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
Charles Schwab
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
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

Advisor Resource Council's IGIB Position: Q2 2022 in Review

Advisor Resource Council sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2022, closing a stake of 4,435 shares — an estimated $243K sold.

Advisor Resource Council first reported a position in IGIB in Q3 2021 and held it in 3 quarters. The position peaked at $295K in Q4 2021. 520 funds tracked by Wall St. Rank hold IGIB as of Q2 2022.

  • Advisor Resource Council reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Advisor Resource Council sold 4,435 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $243K.
  • Advisor Resource Council first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2021 and held it in 3 quarters.
  • Advisor Resource Council's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $295K in Q4 2021.
  • 520 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Advisor Resource Council's 13F filing for Q2 2022, filed 27 Jul 2022.