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

Aspire Private Capital’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 Q2	–	Sell	-35	Closed	-$2K	–	606
2021 Q1	$2K	Sell	35 -15	-30%	-$907	﹤0.01%	469
2020 Q4	$3K	Sell	50 -463	-90%	-$28.3K	﹤0.01%	347
2020 Q3	$31K	Buy	513 +478	+1,366%	+$29.2K	0.01%	223
2020 Q2	$2K	Sell	35 -4,884	-99%	-$285K	﹤0.01%	269
2020 Q1	$270K	Sell	4,919 -276	-5%	-$15.9K	0.15%	77
2019 Q4	$301K	Sell	5,195 -500	-9%	-$28.9K	0.13%	89
2019 Q3	$330K	Buy	5,695 +426	+8%	+$24.5K	0.16%	81
2019 Q2	$300K	Buy	5,269 +2,881	+121%	+$160K	0.14%	96
2019 Q1	$132K	Sell	2,388 -204	-8%	-$11K	0.07%	148
2018 Q4	$136K	Buy	+2,592	New	+$136K	0.08%	132

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 $374B AUM 17.66% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Federal Reserve Bank of New York New York $5.06B AUM

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 $49B AUM 17.78% 1-Year Est. Return

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

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