Annapolis Financial Services’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Annapolis Financial Services’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	–	Sell	-1,132	Closed	-$58K	–	529
2022 Q2	$58K	Sell	1,132 -18,693	-94%	-$975K	0.02%	166
2022 Q1	$1.09M	Sell	19,825 -219	-1%	-$12.4K	0.35%	52
2021 Q4	$1.19M	Hold	20,044	–	–	0.37%	54
2021 Q3	$1.2M	Hold	20,044	–	–	0.4%	51
2021 Q2	$1.21M	Hold	20,044	–	–	0.41%	47
2021 Q1	$1.19M	Sell	20,044 -982	-5%	-$59.4K	0.43%	43
2020 Q4	$1.3M	Buy	+21,026	New	+$1.29M	0.51%	39

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

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

Annapolis Financial Services's IGIB Position: Q3 2022 in Review

Annapolis Financial Services sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2022, closing a stake of 1,132 shares — an estimated $58K sold.

Annapolis Financial Services first reported a position in IGIB in Q4 2020 and held it in 7 quarters. The position peaked at $1.3M in Q4 2020. 486 funds tracked by Wall St. Rank hold IGIB as of Q3 2022.

Annapolis Financial Services reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Annapolis Financial Services sold 1,132 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $58K.
Annapolis Financial Services first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 7 quarters.
Annapolis Financial Services's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.3M in Q4 2020.
486 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Annapolis Financial Services's 13F filing for Q3 2022, filed 24 Oct 2022.