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

Affinity 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
2021 Q4	–	Sell	-421,221	Closed	-$25.3M	–	116
2021 Q3	$25.3M	Sell	421,221 -5,722	-1%	-$348K	4.98%	3
2021 Q2	$26M	Buy	426,943 +35,668	+9%	+$2.14M	5.16%	3
2021 Q1	$23.3M	Buy	391,275 +8,188	+2%	+$495K	4.77%	6
2020 Q4	$23.5M	Sell	383,087 -59,728	-13%	-$3.65M	4.96%	6
2020 Q3	$26.9M	Buy	+442,815	New	+$27M	7.24%	2
2013 Q3	–	Sell	-4,584	Closed	-$247K	–	59
2013 Q2	$247K	Buy	+4,584	New	+$253K	0.11%	37

Other funds holding IGIB

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Affinity Wealth Management's IGIB Position: Q4 2021 in Review

Affinity Wealth Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2021, closing a stake of 421,221 shares — an estimated $25.3M sold.

Affinity Wealth Management first reported a position in IGIB in Q2 2013 and held it in 6 quarters. The position peaked at $26.9M in Q3 2020. 550 funds tracked by Wall St. Rank hold IGIB as of Q4 2021.

Affinity Wealth Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Affinity Wealth Management sold 421,221 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $25.3M.
Affinity Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2013 and held it in 6 quarters.
Affinity Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $26.9M in Q3 2020.
550 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Affinity Wealth Management's 13F filing for Q4 2021, filed 8 Feb 2022.