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

Boston Advisors’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
2019
Q3 		$334K Sell
5,763
-490
-8% -$28.2K 0.02% 504
2019
Q2 		$356K Sell
6,253
-2,339
-27% -$130K 0.02% 534
2019
Q1 		$474K Sell
8,592
-52
-0.6% -$2.79K 0.02% 477
2018
Q4 		$453K Sell
8,644
-4,530
-34% -$237K 0.03% 474
2018
Q3 		$700K Sell
13,174
-2,370
-15% -$126K 0.03% 435
2018
Q2 		$826K Sell
15,544
-750
-5% -$39.9K 0.02% 420
2018
Q1 		$874K Buy
16,294
+210
+1% +$11.3K 0.02% 390
2017
Q4 		$878K Buy
16,084
+450
+3% +$24.7K 0.02% 389
2017
Q3 		$861K Sell
15,634
-4,280
-21% -$236K 0.02% 387
2017
Q2 		$1.09M Sell
19,914
-7,838
-28% -$430K 0.03% 366
2017
Q1 		$1.51M Sell
27,752
-1,388
-5% -$75.4K 0.04% 304
2016
Q4 		$1.58M Sell
29,140
-2,026
-7% -$111K 0.04% 314
2016
Q3 		$1.74M Sell
31,166
-1,272
-4% -$70.8K 0.04% 295
2016
Q2 		$1.8M Sell
32,438
-9,168
-22% -$505K 0.05% 282
2016
Q1 		$2.28M Buy
41,606
+1,982
+5% +$107K 0.06% 254
2015
Q4 		$2.13M Sell
39,624
-510
-1% -$27.6K 0.05% 258
2015
Q3 		$2.18M Sell
40,134
-3,414
-8% -$185K 0.08% 265
2015
Q2 		$2.37M Buy
43,548
+9,058
+26% +$497K 0.1% 195
2015
Q1 		$1.91M Buy
34,490
+1,556
+5% +$85.8K 0.08% 218
2014
Q4 		$1.8M Buy
32,934
+14,334
+77% +$786K 0.08% 211
2014
Q3 		$1.02M Sell
18,600
-128
-0.7% -$7.03K 0.04% 272
2014
Q2 		$1.03M Buy
18,728
+104
+0.6% +$5.7K 0.04% 277
2014
Q1 		$1.02M Sell
18,624
-6,042
-24% -$329K 0.05% 271
2013
Q4 		$1.33M Buy
24,666
+3,782
+18% +$205K 0.06% 239
2013
Q3 		$1.13M Buy
20,884
+1,622
+8% +$87.2K 0.06% 238
2013
Q2 		$1.04M Buy
+19,262
New +$1.06M 0.05% 237

Other funds holding IGIB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
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

Boston Advisors's IGIB Position: Q3 2019 in Review

Boston Advisors reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 7.8% in Q3 2019, selling an estimated $28.2K and leaving 5,763 shares worth $334K. The position accounts for 0.02% of the portfolio, ranked #504.

Boston Advisors first reported a position in IGIB in Q2 2013 and has held it in 26 quarters since. The position peaked at $2.37M in Q2 2015. 428 funds tracked by Wall St. Rank hold IGIB as of Q3 2019.

  • Boston Advisors held 5,763 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $334K as of Q3 2019.
  • Boston Advisors sold 490 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2019, an estimated $28.2K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.02% of Boston Advisors's portfolio in Q3 2019, its #504 holding.
  • Boston Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 26 quarters since.
  • Boston Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $2.37M in Q2 2015.
  • 428 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.