Barber Financial Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Barber Financial Group’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	–	Sell	-16,837	Closed	-$924K	–	158
2022 Q1	$924K	Sell	16,837 -1,535	-8%	-$87K	0.12%	56
2021 Q4	$1.09M	Sell	18,372 -3,907	-18%	-$233K	0.13%	56
2021 Q3	$1.34M	Sell	22,279 -112	-0.5%	-$6.8K	0.17%	49
2021 Q2	$1.35M	Sell	22,391 -10,047	-31%	-$601K	0.18%	47
2021 Q1	$1.92M	Buy	32,438 +15,525	+92%	+$939K	0.28%	45
2020 Q4	$1.04M	Sell	16,913 -5,363	-24%	-$328K	0.19%	55
2020 Q3	$1.35M	Buy	22,276 +1,544	+7%	+$94.2K	0.3%	47
2020 Q2	$1.25M	Buy	+20,732	New	+$1.21M	0.3%	45

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

Barber Financial Group's IGIB Position: Q2 2022 in Review

Barber Financial Group sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2022, closing a stake of 16,837 shares — an estimated $924K sold.

Barber Financial Group first reported a position in IGIB in Q2 2020 and held it in 8 quarters. The position peaked at $1.92M in Q1 2021. 520 funds tracked by Wall St. Rank hold IGIB as of Q2 2022.

Barber Financial Group reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Barber Financial Group sold 16,837 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $924K.
Barber Financial Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2020 and held it in 8 quarters.
Barber Financial Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.92M in Q1 2021.
520 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Barber Financial Group's 13F filing for Q2 2022, filed 4 Aug 2022.