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

Advocacy Wealth Management Services’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
Q3 		– Sell
-1,250
Closed -$76K – 187
2021
Q2 		$76K Sell
1,250
-1,876
-60% -$112K 0.01% 56
2021
Q1 		$185K Sell
3,126
-3,766
-55% -$228K 0.04% 39
2020
Q4 		$426K Sell
6,892
-1,719
-20% -$105K 0.06% 37
2020
Q3 		$524K Sell
8,611
-268,911
-97% -$16.4M 0.08% 41
2020
Q2 		$16.8M Sell
277,522
-216,714
-44% -$12.6M 3.39% 8
2020
Q1 		$26.9M Buy
494,236
+126,592
+34% +$7.31M 5.95% 7
2019
Q4 		$21.3M Buy
+367,644
New +$21.3M 6.07% 8
2017
Q4 		– Sell
-844
Closed -$46K – 233
2017
Q3 		$46K Sell
844
-108,452
-99% -$5.97M 0.02% 72
2017
Q2 		$6M Sell
109,296
-62,930
-37% -$3.45M 2.15% 18
2017
Q1 		$9.38M Buy
+172,226
New +$9.35M 3.27% 15
2016
Q4 		– Sell
-279,630
Closed -$15.6M – 345
2016
Q3 		$15.6M Buy
279,630
+98,626
+54% +$5.49M 6.03% 2
2016
Q2 		$10.1M Buy
181,004
+85,976
+90% +$4.73M 5.08% 3
2016
Q1 		$5.21M Buy
+95,028
New +$5.13M 3.62% 6

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
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 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
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Advocacy Wealth Management Services's IGIB Position: Q3 2021 in Review

Advocacy Wealth Management Services sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2021, closing a stake of 1,250 shares — an estimated $76K sold.

Advocacy Wealth Management Services first reported a position in IGIB in Q1 2016 and held it in 13 quarters. The position peaked at $26.9M in Q1 2020. 530 funds tracked by Wall St. Rank hold IGIB as of Q3 2021.

  • Advocacy Wealth Management Services reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 1,250 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $76K.
  • Advocacy Wealth Management Services first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2016 and held it in 13 quarters.
  • Advocacy Wealth Management Services's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $26.9M in Q1 2020.
  • 530 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2021.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2021, filed 5 Oct 2021.