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

Altium 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
2022 Q2	$269K	Buy	+5,277	New	+$275K	0.02%	314
2019 Q2	–	Sell	-4,718	Closed	-$260K	–	288
2019 Q1	$260K	Sell	4,718 -472	-9%	-$25.4K	0.04%	225
2018 Q4	$272K	Sell	5,190 -3,788	-42%	-$198K	0.05%	219
2018 Q3	$477K	Sell	8,978 -11,262	-56%	-$599K	0.09%	157
2018 Q2	$1.07M	Sell	20,240 -2,416	-11%	-$128K	0.29%	67
2018 Q1	$1.22M	Hold	22,656	–	–	0.48%	38
2017 Q4	$1.24M	Buy	+22,656	New	+$1.24M	0.57%	36

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

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

UCFA

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

Altium Wealth Management's IGIB Position: Q2 2022 in Review

Altium Wealth Management opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2022: 5,277 shares worth $269K. The stake represents 0.02% of the portfolio and ranks #314 among its holdings. This is a return to the name: Altium Wealth Management previously reported a position in IGIB as recently as Q1 2019.

Altium Wealth Management first reported a position in IGIB in Q4 2017 and has held it in 7 quarters since. The position peaked at $1.24M in Q4 2017. 520 funds tracked by Wall St. Rank hold IGIB as of Q2 2022.

Altium Wealth Management held 5,277 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $269K as of Q2 2022.
iShares 5-10 Year Investment Grade Corporate Bond ETF was a new Altium Wealth Management position in Q2 2022.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.02% of Altium Wealth Management's portfolio in Q2 2022, its #314 holding.
Altium Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 7 quarters since.
Altium Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.24M in Q4 2017.
520 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.