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

Belvedere 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
2019
Q2 		– Sell
-15,173
Closed -$836K – 37
2019
Q1 		$836K Buy
+15,173
New +$816K 10.78% 2

Other funds holding IGIB

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UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Belvedere Advisors's IGIB Position: Q2 2019 in Review

Belvedere Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2019, closing a stake of 15,173 shares — an estimated $836K sold.

Belvedere Advisors first reported a position in IGIB in Q1 2019 and held it in 1 quarter. The position peaked at $836K in Q1 2019. 409 funds tracked by Wall St. Rank hold IGIB as of Q2 2019.

  • Belvedere Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Belvedere Advisors sold 15,173 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2019, an estimated $836K.
  • Belvedere Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2019 and held it in 1 quarter.
  • Belvedere Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $836K 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 Belvedere Advisors's 13F filing for Q2 2019, filed 24 Sep 2019.