Better Money Decisions’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Better Money Decisions’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
2022 Q3	–	Sell	-2,160	Closed	-$110K	–	223
2022 Q2	$110K	Buy	+2,160	New	+$113K	0.09%	88
2021 Q4	–	Sell	-643	Closed	-$39K	–	299
2021 Q3	$39K	Buy	643 +2	+0.3%	+$121	0.03%	182
2021 Q2	$39K	Buy	641 +4	+0.6%	+$239	0.03%	174
2021 Q1	$38K	Buy	+637	New	+$38.5K	0.04%	143

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Better Money Decisions's IGIB Position: Q3 2022 in Review

Better Money Decisions sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2022, closing a stake of 2,160 shares — an estimated $110K sold.

Better Money Decisions first reported a position in IGIB in Q1 2021 and held it in 4 quarters. The position peaked at $110K in Q2 2022. 486 funds tracked by Wall St. Rank hold IGIB as of Q3 2022.

Better Money Decisions reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 2,160 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $110K.
Better Money Decisions first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2021 and held it in 4 quarters.
Better Money Decisions's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $110K in Q2 2022.
486 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.