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

Aveo Capital Partners’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
2023 Q3	–	Sell	-76,445	Closed	-$3.87M	–	343
2023 Q2	$3.87M	Buy	76,445 +1,505	+2%	+$76.5K	0.49%	65
2023 Q1	$3.84M	Buy	+74,940	New	+$3.8M	0.51%	62
2020 Q4	–	Sell	-65,857	Closed	-$4M	–	110
2020 Q3	$4M	Buy	+65,857	New	+$4.02M	1.44%	18
2018 Q3	–	Sell	-3,902	Closed	-$207K	–	147
2018 Q2	$207K	Sell	3,902 -39,288	-91%	-$2.09M	0.09%	133
2018 Q1	$2.32M	Buy	+43,190	New	+$2.33M	0.97%	19
2017 Q4	–	Sell	-33,348	Closed	-$1.84M	–	148
2017 Q3	$1.84M	Buy	+33,348	New	+$1.84M	0.63%	24
2017 Q2	–	Sell	-29,752	Closed	-$1.62M	–	137
2017 Q1	$1.62M	Sell	29,752 -7,884	-21%	-$428K	0.59%	27
2016 Q4	$2.04M	Buy	+37,636	New	+$2.06M	0.58%	23

Other funds holding IGIB

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aveo Capital Partners's IGIB Position: Q3 2023 in Review

Aveo Capital Partners sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2023, closing a stake of 76,445 shares — an estimated $3.87M sold.

Aveo Capital Partners first reported a position in IGIB in Q4 2016 and held it in 8 quarters. The position peaked at $4M in Q3 2020. 518 funds tracked by Wall St. Rank hold IGIB as of Q3 2023.

Aveo Capital Partners reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Aveo Capital Partners sold 76,445 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $3.87M.
Aveo Capital Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2016 and held it in 8 quarters.
Aveo Capital Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $4M in Q3 2020.
518 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Aveo Capital Partners's 13F filing for Q3 2023, filed 6 Nov 2023.