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

American Portfolios 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
2022
Q3 		$233K Sell
4,829
-397
-8% -$20.3K 0.01% 960
2022
Q2 		$267K Buy
5,226
+654
+14% +$34.1K 0.01% 924
2022
Q1 		$251K Buy
4,572
+460
+11% +$26.1K 0.01% 1056
2021
Q4 		$244K Buy
4,112
+1,137
+38% +$67.7K 0.01% 1048
2021
Q3 		$179K Buy
2,975
+2,299
+340% +$140K 0.01% 1164
2021
Q2 		$40.9K Hold
676
– – ﹤0.01% 1827
2021
Q1 		$40K Sell
676
-588
-47% -$35.6K ﹤0.01% 1704
2020
Q4 		$78.1K Hold
1,264
– – ﹤0.01% 1250
2020
Q3 		$76.9K Hold
1,264
– – ﹤0.01% 1170
2020
Q2 		$76.3K Sell
1,264
-1,139
-47% -$66.4K 0.01% 1117
2020
Q1 		$132K Buy
2,403
+1,439
+149% +$83.1K 0.01% 796
2019
Q4 		$55.9K Sell
964
-96
-9% -$5.56K ﹤0.01% 1299
2019
Q3 		$61.4K Buy
1,060
+588
+125% +$33.8K 0.01% 1197
2019
Q2 		$26.9K Sell
472
-26
-5% -$1.44K ﹤0.01% 1543
2019
Q1 		$27.5K Buy
498
+304
+157% +$16.3K ﹤0.01% 1446
2018
Q4 		$10.2K Sell
194
-584
-75% -$30.6K ﹤0.01% 1619
2018
Q3 		$41.3K Buy
778
+508
+188% +$27K ﹤0.01% 1194
2018
Q2 		$14.3K Hold
270
– – ﹤0.01% 1578
2018
Q1 		$14.5K Sell
270
-84
-24% -$4.53K ﹤0.01% 1500
2017
Q4 		$19.3K Buy
+354
New +$19.4K ﹤0.01% 1334

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Charles Schwab
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Portfolios Advisors's IGIB Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 7.6% in Q3 2022, selling an estimated $20.3K and leaving 4,829 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #960.

American Portfolios Advisors first reported a position in IGIB in Q4 2017 and has held it in 20 quarters since. The position peaked at $267K in Q2 2022. 486 funds tracked by Wall St. Rank hold IGIB as of Q3 2022.

  • American Portfolios Advisors held 4,829 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $233K as of Q3 2022.
  • American Portfolios Advisors sold 397 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $20.3K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #960 holding.
  • American Portfolios Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $267K in Q2 2022.
  • 486 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.