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

Beacon 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
2020
Q4 		– Sell
-4,654
Closed -$280K – 205
2020
Q3 		$280K Hold
4,654
– – 0.05% 181
2020
Q2 		$280K Sell
4,654
-120
-3% -$6.99K 0.05% 178
2020
Q1 		$262K Sell
4,774
-210
-4% -$12.1K 0.06% 163
2019
Q4 		$289K Sell
4,984
-570
-10% -$33K 0.04% 179
2019
Q3 		$321K Sell
5,554
-166
-3% -$9.54K 0.05% 169
2019
Q2 		$326K Sell
5,720
-456
-7% -$25.3K 0.06% 171
2019
Q1 		$341K Sell
6,176
-1,077
-15% -$57.9K 0.06% 153
2018
Q4 		$380K Sell
7,253
-469
-6% -$24.5K 0.07% 143
2018
Q3 		$410K Buy
7,722
+238
+3% +$12.7K 0.07% 144
2018
Q2 		$398K Buy
7,484
+982
+15% +$52.2K 0.07% 145
2018
Q1 		$349K Buy
6,502
+732
+13% +$39.4K 0.06% 160
2017
Q4 		$315K Buy
5,770
+96
+2% +$5.26K 0.05% 165
2017
Q3 		$313K Buy
5,674
+302
+6% +$16.6K 0.06% 162
2017
Q2 		$295K Buy
+5,372
New +$295K 0.06% 173

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Beacon Financial Group's IGIB Position: Q4 2020 in Review

Beacon Financial Group sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2020, closing a stake of 4,654 shares — an estimated $280K sold.

Beacon Financial Group first reported a position in IGIB in Q2 2017 and held it in 14 quarters. The position peaked at $410K in Q3 2018. 543 funds tracked by Wall St. Rank hold IGIB as of Q4 2020.

  • Beacon Financial Group reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Beacon Financial Group sold 4,654 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2020, an estimated $280K.
  • Beacon Financial Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2017 and held it in 14 quarters.
  • Beacon Financial Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $410K in Q3 2018.
  • 543 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2020.

Based on Beacon Financial Group's 13F filing for Q4 2020, filed 15 Jan 2021.