Barrett Asset Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Barrett Asset Management’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	–	Sell	-11,235	Closed	-$675K	–	608
2021 Q3	$675K	Buy	11,235 +2,850	+34%	+$173K	0.03%	126
2021 Q2	$507K	Hold	8,385	–	–	0.02%	132
2021 Q1	$497K	Hold	8,385	–	–	0.02%	130
2020 Q4	$518K	Buy	8,385 +3,315	+65%	+$203K	0.03%	123
2020 Q3	$308K	Buy	5,070 +1,040	+26%	+$63.4K	0.02%	140
2020 Q2	$243K	Buy	+4,030	New	+$235K	0.02%	140

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

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

Barrett Asset Management's IGIB Position: Q4 2021 in Review

Barrett Asset Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2021, closing a stake of 11,235 shares — an estimated $675K sold.

Barrett Asset Management first reported a position in IGIB in Q2 2020 and held it in 6 quarters. The position peaked at $675K in Q3 2021. 550 funds tracked by Wall St. Rank hold IGIB as of Q4 2021.

Barrett Asset Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Barrett Asset Management sold 11,235 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $675K.
Barrett Asset Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2020 and held it in 6 quarters.
Barrett Asset Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $675K in Q3 2021.
550 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Barrett Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.