Bickling Financial Services’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Bickling Financial Services’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 Q2	–	Sell	-3,991	Closed	-$219K	–	126
2022 Q1	$219K	Buy	3,991 +4	+0.1%	+$227	0.11%	123
2021 Q4	$236K	Sell	3,987 -1,045	-21%	-$62.2K	0.11%	118
2021 Q3	$302K	Buy	5,032 +10	+0.2%	+$607	0.15%	90
2021 Q2	$304K	Sell	5,022 -2,896	-37%	-$173K	0.14%	97
2021 Q1	$469K	Sell	7,918 -671	-8%	-$40.6K	0.24%	73
2020 Q4	$531K	Buy	+8,589	New	+$525K	0.33%	52

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

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

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

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

Bickling Financial Services's IGIB Position: Q2 2022 in Review

Bickling Financial Services sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2022, closing a stake of 3,991 shares — an estimated $219K sold.

Bickling Financial Services first reported a position in IGIB in Q4 2020 and held it in 6 quarters. The position peaked at $531K in Q4 2020. 520 funds tracked by Wall St. Rank hold IGIB as of Q2 2022.

Bickling Financial Services reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Bickling Financial Services sold 3,991 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $219K.
Bickling Financial Services first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 6 quarters.
Bickling Financial Services's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $531K in Q4 2020.
520 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Bickling Financial Services's 13F filing for Q2 2022, filed 12 Aug 2022.