Bank Hapoalim BM’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Bank Hapoalim BM’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
2022 Q2	–	Hold	0	–	–	–	169
2022 Q1	–	Hold	0	–	–	–	183
2021 Q4	–	Hold	0	–	–	–	190
2021 Q3	–	Hold	0	–	–	–	200
2021 Q2	–	Hold	0	–	–	–	203
2021 Q1	–	Hold	0	–	–	–	198
2020 Q4	–	Hold	0	–	–	–	162
2020 Q3	–	Hold	0	–	–	–	150
2020 Q2	–	Hold	0	–	–	–	161
2019 Q1	–	Sell	-1,200	Closed	-$63K	–	172
2018 Q4	$63K	Hold	1,200	–	–	0.02%	154
2018 Q3	$64K	Hold	1,200	–	–	0.02%	183
2018 Q2	$64K	Hold	1,200	–	–	0.02%	185
2018 Q1	$313K	Hold	1,200	–	–	0.08%	154
2017 Q4	$577	Sell	1,200 -5,920	-83%	-$324K	0.13%	123
2017 Q3	$1.01M	Hold	7,120	–	–	0.23%	82
2017 Q2	$987K	Hold	7,120	–	–	0.23%	83
2017 Q1	$1.07M	Hold	7,120	–	–	0.25%	81
2016 Q4	$1.05M	Hold	7,120	–	–	0.28%	78
2016 Q3	$1.17M	Hold	7,120	–	–	0.28%	77
2016 Q2	$1.18M	Buy	+7,120	New	+$392K	0.28%	73
2016 Q1	–	Hold	0	–	–	–	82
2015 Q4	–	Hold	0	–	–	–	86
2015 Q3	–	Sell	-10,740	Closed	-$583K	–	87
2015 Q2	$1.36M	Sell	10,740 -7,200	-40%	-$395K	0.27%	65
2015 Q1	$1.35M	Buy	17,940 +8,400	+88%	+$463K	0.25%	72
2014 Q4	$522K	Hold	9,540	–	–	0.11%	106
2014 Q3	$521K	Sell	9,540 -720	-7%	-$39.5K	0.12%	104
2014 Q2	$565K	Sell	10,260 -2,420	-19%	-$133K	0.14%	95
2014 Q1	$693K	Sell	12,680 -28,480	-69%	-$1.55M	0.19%	72
2013 Q4	$2.22M	Buy	+41,160	New	+$2.23M	0.68%	34

Other funds holding IGIB

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

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

MYLI

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

DILIC

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

Bank Hapoalim BM's IGIB Position: Q2 2022 in Review

Bank Hapoalim BM held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q2 2022 at 0 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #169.

Bank Hapoalim BM first reported a position in IGIB in Q4 2013 and has held it in 18 quarters since. The position peaked at $2.22M in Q4 2013. 520 funds tracked by Wall St. Rank hold IGIB as of Q2 2022.

Bank Hapoalim BM held 0 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $215K as of Q2 2022.
Bank Hapoalim BM left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2022.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.03% of Bank Hapoalim BM's portfolio in Q2 2022, its #169 holding.
Bank Hapoalim BM first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2013 and has held it in 18 quarters since.
Bank Hapoalim BM's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $2.22M in Q4 2013.
520 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Bank Hapoalim BM's 13F filing for Q2 2022, filed 27 Jul 2022.