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

Aevitas Wealth 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
2018
Q4 		– Sell
-100
Closed -$5K – 427
2018
Q3 		$5K Hold
100
– – ﹤0.01% 392
2018
Q2 		$5K Hold
100
– – ﹤0.01% 369
2018
Q1 		$5K Hold
100
– – 0.01% 368
2017
Q4 		$5K Buy
+100
New +$5.48K ﹤0.01% 364

Other funds holding IGIB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aevitas Wealth Management's IGIB Position: Q4 2018 in Review

Aevitas Wealth Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2018, closing a stake of 100 shares — an estimated $5K sold.

Aevitas Wealth Management first reported a position in IGIB in Q4 2017 and held it in 4 quarters. The position peaked at $5K in Q3 2018. 381 funds tracked by Wall St. Rank hold IGIB as of Q4 2018.

  • Aevitas Wealth Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 100 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2018, an estimated $5K.
  • Aevitas Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2017 and held it in 4 quarters.
  • Aevitas Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $5K in Q3 2018.
  • 381 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2018.

Based on Aevitas Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.