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Bell Rock Capital’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Bell Rock Capital’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
2019
Q2 		– Sell
-116
Closed -$6K – 419
2019
Q1 		$6K Hold
116
– – ﹤0.01% 353
2018
Q4 		$6K Hold
116
– – ﹤0.01% 371
2018
Q3 		$6K Hold
116
– – ﹤0.01% 378
2018
Q2 		$6K Hold
116
– – ﹤0.01% 391
2018
Q1 		$6K Buy
+116
New +$6.25K ﹤0.01% 393

Other funds holding IGIB

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
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bell Rock Capital's IGIB Position: Q2 2019 in Review

Bell Rock Capital sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2019, closing a stake of 116 shares — an estimated $6K sold.

Bell Rock Capital first reported a position in IGIB in Q1 2018 and held it in 5 quarters. The position peaked at $6K in Q1 2019. 409 funds tracked by Wall St. Rank hold IGIB as of Q2 2019.

  • Bell Rock Capital reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Bell Rock Capital sold 116 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2019, an estimated $6K.
  • Bell Rock Capital first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2018 and held it in 5 quarters.
  • Bell Rock Capital's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $6K in Q1 2019.
  • 409 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2019.

Based on Bell Rock Capital's 13F filing for Q2 2019, filed 31 Jul 2019.