Asset Planning Services (Pennsylvania)’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Asset Planning Services (Pennsylvania)’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 Q4	$757K	Sell	12,769 -1,112	-8%	-$66.2K	0.35%	41
2021 Q3	$834K	Buy	13,881 +53	+0.4%	+$3.22K	0.4%	34
2021 Q2	$837K	Sell	13,828 -404	-3%	-$24.2K	0.4%	35
2021 Q1	$843K	Sell	14,232 -212	-1%	-$12.8K	0.39%	38
2020 Q4	$893K	Sell	14,444 -1,315	-8%	-$80.4K	0.43%	36
2020 Q3	$958K	Buy	+15,759	New	+$961K	0.41%	34
2019 Q2	–	Sell	-6	Closed	–	–	268
2019 Q1	$0	Buy	+6	New	+$323	﹤0.01%	266

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s IGIB Position: Q4 2021 in Review

Asset Planning Services (Pennsylvania) reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 8% in Q4 2021, selling an estimated $66.2K and leaving 12,769 shares worth $757K. The position accounts for 0.35% of the portfolio, ranked #41.

Asset Planning Services (Pennsylvania) first reported a position in IGIB in Q1 2019 and has held it in 7 quarters since. The position peaked at $958K in Q3 2020. 550 funds tracked by Wall St. Rank hold IGIB as of Q4 2021.

Asset Planning Services (Pennsylvania) held 12,769 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $757K as of Q4 2021.
Asset Planning Services (Pennsylvania) sold 1,112 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $66.2K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.35% of Asset Planning Services (Pennsylvania)'s portfolio in Q4 2021, its #41 holding.
Asset Planning Services (Pennsylvania) first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2019 and has held it in 7 quarters since.
Asset Planning Services (Pennsylvania)'s iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $958K in Q3 2020.
550 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2021, filed 14 Feb 2022.