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

BerganKDV Wealth 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
2023
Q2 		$14.4K Sell
284
-1,122
-80% -$57K ﹤0.01% 521
2023
Q1 		$72.1K Sell
1,406
-10,840
-89% -$549K 0.01% 350
2022
Q4 		$606K Sell
12,246
-6,816
-36% -$334K 0.07% 156
2022
Q3 		$920K Sell
19,062
-5,688
-23% -$291K 0.11% 125
2022
Q2 		$1.26M Sell
24,750
-592,865
-96% -$30.9M 0.14% 114
2022
Q1 		$33.9M Buy
617,615
+18,846
+3% +$1.07M 3.62% 4
2021
Q4 		$35.5M Sell
598,769
-83,215
-12% -$4.95M 3.71% 4
2021
Q3 		$41M Buy
681,984
+271,338
+66% +$16.5M 4.64% 3
2021
Q2 		$24.9M Buy
410,646
+27,630
+7% +$1.65M 2.95% 8
2021
Q1 		$22.7M Buy
383,016
+59,787
+18% +$3.62M 2.91% 8
2020
Q4 		$20M Buy
323,229
+21,205
+7% +$1.3M 2.81% 9
2020
Q3 		$18.4M Buy
302,024
+22,292
+8% +$1.36M 2.91% 8
2020
Q2 		$16.9M Buy
279,732
+39,248
+16% +$2.29M 2.89% 8
2020
Q1 		$13.2M Sell
240,484
-14,109
-6% -$815K 2.71% 9
2019
Q4 		$14.8M Sell
254,593
-1,316
-0.5% -$76.2K 2.63% 10
2019
Q3 		$14.8M Buy
255,909
+4
+0% +$230 2.93% 7
2019
Q2 		$14.6M Buy
+255,905
New +$14.2M 2.88% 8
2018
Q3 		– Sell
-466
Closed -$25K – 636
2018
Q2 		$25K Buy
+466
New +$24.8K 0.01% 403

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
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
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

BerganKDV Wealth Management's IGIB Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 80% in Q2 2023, selling an estimated $57K and leaving 284 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

BerganKDV Wealth Management first reported a position in IGIB in Q2 2018 and has held it in 18 quarters since. The position peaked at $41M in Q3 2021. 525 funds tracked by Wall St. Rank hold IGIB as of Q2 2023.

  • BerganKDV Wealth Management held 284 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $14.4K as of Q2 2023.
  • BerganKDV Wealth Management sold 1,122 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $57K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #521 holding.
  • BerganKDV Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2018 and has held it in 18 quarters since.
  • BerganKDV Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $41M in Q3 2021.
  • 525 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.