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

Bison Wealth’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 Q1	–	Sell	-150	Closed	-$9K	–	386
2021 Q4	$9K	Sell	150 -294	-66%	-$17.5K	0.01%	311
2021 Q3	$27K	Hold	444	–	–	0.01%	356
2021 Q2	$27K	Hold	444	–	–	0.01%	350
2021 Q1	$26K	Hold	444	–	–	0.01%	358
2020 Q4	$27K	Hold	444	–	–	0.01%	317
2020 Q3	$27K	Hold	444	–	–	0.02%	274
2020 Q2	$27K	Hold	444	–	–	0.02%	275
2020 Q1	$24K	Hold	444	–	–	0.02%	268
2019 Q4	$26K	Buy	+444	New	+$25.7K	0.01%	319

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

UCFA

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

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

Jane Street New York $777B AUM 61.18% 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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

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

Bison Wealth's IGIB Position: Q1 2022 in Review

Bison Wealth sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2022, closing a stake of 150 shares — an estimated $9K sold.

Bison Wealth first reported a position in IGIB in Q4 2019 and held it in 9 quarters. The position peaked at $27K in Q3 2021. 549 funds tracked by Wall St. Rank hold IGIB as of Q1 2022.

Bison Wealth reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Bison Wealth sold 150 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $9K.
Bison Wealth first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 9 quarters.
Bison Wealth's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $27K in Q3 2021.
549 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Bison Wealth's 13F filing for Q1 2022, filed 12 May 2022.