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

Alterna 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
2020 Q2	–	Sell	-15,902	Closed	-$873K	–	104
2020 Q1	$873K	Buy	15,902 +399	+3%	+$23K	1.26%	27
2019 Q4	$899K	Buy	15,503 +4,449	+40%	+$258K	1%	29
2019 Q3	$640K	Sell	11,054 -70	-0.6%	-$4.02K	0.76%	34
2019 Q2	$634K	Buy	11,124 +2,052	+23%	+$114K	0.76%	38
2019 Q1	$500K	Buy	+9,072	New	+$488K	0.42%	61

Other funds holding IGIB

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

UCFA

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Alterna Wealth Management's IGIB Position: Q2 2020 in Review

Alterna Wealth Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2020, closing a stake of 15,902 shares — an estimated $873K sold.

Alterna Wealth Management first reported a position in IGIB in Q1 2019 and held it in 5 quarters. The position peaked at $899K in Q4 2019. 487 funds tracked by Wall St. Rank hold IGIB as of Q2 2020.

Alterna Wealth Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Alterna Wealth Management sold 15,902 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2020, an estimated $873K.
Alterna Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2019 and held it in 5 quarters.
Alterna Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $899K in Q4 2019.
487 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2020.

Based on Alterna Wealth Management's 13F filing for Q2 2020, filed 27 Jul 2020.