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BDO Wealth Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

BDO Wealth Advisors’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
Q2 		– Sell
-30
Closed -$2K – 1154
2021
Q1 		$2K Sell
30
-92
-75% -$5.57K ﹤0.01% 987
2020
Q4 		$8K Hold
122
– – ﹤0.01% 574
2020
Q3 		$7K Hold
122
– – ﹤0.01% 523
2020
Q2 		$7K Hold
122
– – ﹤0.01% 533
2020
Q1 		$7K Sell
122
-25
-17% -$1.44K ﹤0.01% 576
2019
Q4 		$9K Buy
147
+72
+96% +$4.17K ﹤0.01% 443
2019
Q3 		$4K Sell
75
-70
-48% -$4.02K ﹤0.01% 541
2019
Q2 		$8K Hold
145
– – ﹤0.01% 459
2019
Q1 		$8K Buy
+145
New +$7.79K ﹤0.01% 440
2018
Q4 		– Sell
-1,000
Closed -$53K – 584
2018
Q3 		$53K Hold
1,000
– – 0.02% 288
2018
Q2 		$53K Hold
1,000
– – 0.02% 289
2018
Q1 		$54K Sell
1,000
-240
-19% -$12.9K 0.02% 239
2017
Q4 		$68K Hold
1,240
– – 0.03% 185
2017
Q3 		$68K Buy
1,240
+1,000
+417% +$55.1K 0.03% 167
2017
Q2 		$13K Buy
+240
New +$13.2K 0.01% 342

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BDO Wealth Advisors's IGIB Position: Q2 2021 in Review

BDO Wealth Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2021, closing a stake of 30 shares — an estimated $2K sold.

BDO Wealth Advisors first reported a position in IGIB in Q2 2017 and held it in 15 quarters. The position peaked at $68K in Q4 2017. 544 funds tracked by Wall St. Rank hold IGIB as of Q2 2021.

  • BDO Wealth Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 30 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $2K.
  • BDO Wealth Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2017 and held it in 15 quarters.
  • BDO Wealth Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $68K in Q4 2017.
  • 544 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2021.

Based on BDO Wealth Advisors's 13F filing for Q2 2021, filed 3 Sep 2021.