Archford Capital Strategies’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Archford Capital Strategies’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 Q1	–	Sell	-23,627	Closed	-$1.4M	–	291
2021 Q4	$1.4M	Buy	23,627 +2,805	+13%	+$167K	0.32%	81
2021 Q3	$1.25M	Buy	20,822 +3,120	+18%	+$190K	0.29%	89
2021 Q2	$1.07M	Sell	17,702 -67	-0.4%	-$4.01K	0.27%	93
2021 Q1	$1.06M	Buy	17,769 +731	+4%	+$44.2K	0.28%	93
2020 Q4	$1.04M	Buy	17,038 +676	+4%	+$41.4K	0.24%	124
2020 Q3	$995K	Buy	16,362 +2,176	+15%	+$133K	0.27%	108
2020 Q2	$857K	Buy	+14,186	New	+$827K	0.26%	116

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

UCFA

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

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

Jane Street New York $777B AUM 61.18% 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

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

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

Archford Capital Strategies's IGIB Position: Q1 2022 in Review

Archford Capital Strategies sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2022, closing a stake of 23,627 shares — an estimated $1.4M sold.

Archford Capital Strategies first reported a position in IGIB in Q2 2020 and held it in 7 quarters. The position peaked at $1.4M in Q4 2021. 549 funds tracked by Wall St. Rank hold IGIB as of Q1 2022.

Archford Capital Strategies reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Archford Capital Strategies sold 23,627 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $1.4M.
Archford Capital Strategies first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2020 and held it in 7 quarters.
Archford Capital Strategies's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.4M in Q4 2021.
549 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Archford Capital Strategies's 13F filing for Q1 2022, filed 18 Apr 2022.