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

Almanack Investment Partners’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 Q4	–	Sell	-4,038	Closed	-$195K	–	645
2022 Q3	$195K	Buy	+4,038	New	+$206K	0.04%	135
2019 Q3	–	Sell	-1,793	Closed	-$102K	–	263
2019 Q2	$102K	Buy	+1,793	New	+$99.5K	0.02%	273
2017 Q1	–	Sell	-3,722	Closed	-$201K	–	160
2016 Q4	$201K	Buy	+3,722	New	+$203K	0.17%	65

Other funds holding IGIB

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Almanack Investment Partners's IGIB Position: Q4 2022 in Review

Almanack Investment Partners sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2022, closing a stake of 4,038 shares — an estimated $195K sold.

Almanack Investment Partners first reported a position in IGIB in Q4 2016 and held it in 3 quarters. The position peaked at $201K in Q4 2016. 505 funds tracked by Wall St. Rank hold IGIB as of Q4 2022.

Almanack Investment Partners reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Almanack Investment Partners sold 4,038 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $195K.
Almanack Investment Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2016 and held it in 3 quarters.
Almanack Investment Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $201K in Q4 2016.
505 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.