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

Bernardo Wealth Planning’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
Q2 		– Sell
-46,592
Closed -$2.56M – 143
2020
Q1 		$2.56M Buy
46,592
+30,562
+191% +$1.76M 1.78% 11
2019
Q4 		$929K Buy
16,030
+11,208
+232% +$649K 0.56% 40
2019
Q3 		$279K Buy
+4,822
New +$277K 0.2% 120

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bernardo Wealth Planning's IGIB Position: Q2 2020 in Review

Bernardo Wealth Planning sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2020, closing a stake of 46,592 shares — an estimated $2.56M sold.

Bernardo Wealth Planning first reported a position in IGIB in Q3 2019 and held it in 3 quarters. The position peaked at $2.56M in Q1 2020. 487 funds tracked by Wall St. Rank hold IGIB as of Q2 2020.

  • Bernardo Wealth Planning reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Bernardo Wealth Planning sold 46,592 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2020, an estimated $2.56M.
  • Bernardo Wealth Planning first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2019 and held it in 3 quarters.
  • Bernardo Wealth Planning's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $2.56M in Q1 2020.
  • 487 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2020.

Based on Bernardo Wealth Planning's 13F filing for Q2 2020, filed 3 Aug 2020.