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

Alesco Advisors’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	–	Sell	-6,100	Closed	-$353K	–	169
2019 Q3	$353K	Hold	6,100	–	–	0.02%	104
2019 Q2	$347K	Hold	6,100	–	–	0.02%	108
2019 Q1	$336K	Hold	6,100	–	–	0.02%	111
2018 Q4	$320K	Hold	6,100	–	–	0.02%	109
2018 Q3	$324K	Buy	+6,100	New	+$325K	0.02%	107

Other funds holding IGIB

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Alesco Advisors's IGIB Position: Q4 2019 in Review

Alesco Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2019, closing a stake of 6,100 shares — an estimated $353K sold.

Alesco Advisors first reported a position in IGIB in Q3 2018 and held it in 5 quarters. The position peaked at $353K in Q3 2019. 506 funds tracked by Wall St. Rank hold IGIB as of Q4 2019.

Alesco Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
Alesco Advisors sold 6,100 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2019, an estimated $353K.
Alesco Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2018 and held it in 5 quarters.
Alesco Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $353K in Q3 2019.
506 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2019.

Based on Alesco Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.