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

AMI Investment 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
2021 Q3	–	Sell	-3,360	Closed	-$203K	–	73
2021 Q2	$203K	Buy	+3,360	New	+$201K	0.08%	75
2021 Q1	–	Sell	-3,390	Closed	-$209K	–	75
2020 Q4	$209K	Hold	3,390	–	–	0.09%	71
2020 Q3	$206K	Hold	3,390	–	–	0.1%	70
2020 Q2	$205K	Sell	3,390 -1,375	-29%	-$80.1K	0.11%	70
2020 Q1	$262K	Sell	4,765 -935	-16%	-$54K	0.16%	64
2019 Q4	$330K	Buy	5,700 +1,275	+29%	+$73.8K	0.14%	64
2019 Q3	$256K	Buy	+4,425	New	+$254K	0.12%	67

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

DILIC

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

UCFA

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AMI Investment Management's IGIB Position: Q3 2021 in Review

AMI Investment Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2021, closing a stake of 3,360 shares — an estimated $203K sold.

AMI Investment Management first reported a position in IGIB in Q3 2019 and held it in 7 quarters. The position peaked at $330K in Q4 2019. 530 funds tracked by Wall St. Rank hold IGIB as of Q3 2021.

AMI Investment Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
AMI Investment Management sold 3,360 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $203K.
AMI Investment Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2019 and held it in 7 quarters.
AMI Investment Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $330K in Q4 2019.
530 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2021.

Based on AMI Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.