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

Aviance 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
2019
Q3 		– Sell
-36,508
Closed -$2.08M – 224
2019
Q2 		$2.08M Sell
36,508
-311
-0.8% -$17.3K 0.57% 39
2019
Q1 		$2.03M Buy
36,819
+3,083
+9% +$166K 0.58% 38
2018
Q4 		$1.77M Sell
33,736
-2,073
-6% -$108K 0.62% 37
2018
Q3 		$1.9M Sell
35,809
-1,585
-4% -$84.4K 0.46% 45
2018
Q2 		$1.99M Sell
37,394
-34,654
-48% -$1.84M 0.57% 41
2018
Q1 		$3.86M Sell
72,048
-7,744
-10% -$417K 1.16% 14
2017
Q4 		$4.36M Sell
79,792
-6,598
-8% -$362K 1.44% 8
2017
Q3 		$4.76M Sell
86,390
-5,200
-6% -$286K 1.61% 7
2017
Q2 		$5.03M Buy
91,590
+4,618
+5% +$253K 1.62% 7
2017
Q1 		$4.74M Buy
86,972
+24,392
+39% +$1.32M 1.73% 7
2016
Q4 		$3.38M Buy
62,580
+37,218
+147% +$2.03M 1.19% 15
2016
Q3 		$1.41M Buy
25,362
+8,702
+52% +$485K 0.5% 56
2016
Q2 		$927K Buy
16,660
+6,446
+63% +$355K 0.34% 80
2016
Q1 		$560K Buy
+10,214
New +$552K 0.19% 120
2015
Q4 		– Sell
-3,746
Closed -$203K – 197
2015
Q3 		$203K Sell
3,746
-392
-9% -$21.3K 0.08% 173
2015
Q2 		$225K Buy
+4,138
New +$227K 0.08% 183
2014
Q1 		– Sell
-4,864
Closed -$262K – 223
2013
Q4 		$262K Sell
4,864
-1,046
-18% -$56.6K 0.11% 182
2013
Q3 		$319K Buy
5,910
+130
+2% +$6.99K 0.15% 164
2013
Q2 		$311K Buy
+5,780
New +$319K 0.17% 145

Other funds holding IGIB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Aviance Capital Partners's IGIB Position: Q3 2019 in Review

Aviance Capital Partners sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2019, closing a stake of 36,508 shares — an estimated $2.08M sold.

Aviance Capital Partners first reported a position in IGIB in Q2 2013 and held it in 19 quarters. The position peaked at $5.03M in Q2 2017. 428 funds tracked by Wall St. Rank hold IGIB as of Q3 2019.

  • Aviance Capital Partners reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Aviance Capital Partners sold 36,508 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2019, an estimated $2.08M.
  • Aviance Capital Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2013 and held it in 19 quarters.
  • Aviance Capital Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $5.03M in Q2 2017.
  • 428 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2019.

Based on Aviance Capital Partners's 13F filing for Q3 2019, filed 7 Nov 2019.