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

Argent 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
2020
Q2 		– Sell
-3,982
Closed -$220K – 176
2020
Q1 		$220K Sell
3,982
-2,065
-34% -$119K 0.04% 147
2019
Q4 		$351K Buy
+6,047
New +$350K 0.06% 138

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Argent Wealth Management's IGIB Position: Q2 2020 in Review

Argent Wealth Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2020, closing a stake of 3,982 shares — an estimated $220K sold.

Argent Wealth Management first reported a position in IGIB in Q4 2019 and held it in 2 quarters. The position peaked at $351K in Q4 2019. 487 funds tracked by Wall St. Rank hold IGIB as of Q2 2020.

  • Argent Wealth Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Argent Wealth Management sold 3,982 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2020, an estimated $220K.
  • Argent Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 2 quarters.
  • Argent Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $351K in Q4 2019.
  • 487 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.