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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FRBONY

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Aspire Private Capital's IGIB Position: Q2 2021 in Review

Aspire Private Capital sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2021, closing a stake of 35 shares — an estimated $2K sold.

Aspire Private Capital first reported a position in IGIB in Q4 2018 and held it in 10 quarters. The position peaked at $330K in Q3 2019. 544 funds tracked by Wall St. Rank hold IGIB as of Q2 2021.

Aspire Private Capital reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Aspire Private Capital sold 35 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $2K.
Aspire Private Capital first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2018 and held it in 10 quarters.
Aspire Private Capital's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $330K in Q3 2019.
544 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2021.

Based on Aspire Private Capital's 13F filing for Q2 2021, filed 9 Aug 2021.