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

Burt Wealth 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
2021 Q1	–	Sell	-974	Closed	-$60K	–	213
2020 Q4	$60K	Hold	974	–	–	0.02%	169
2020 Q3	$59K	Hold	974	–	–	0.02%	163
2020 Q2	$59K	Hold	974	–	–	0.02%	168
2020 Q1	$53K	Hold	974	–	–	0.02%	161
2019 Q4	$56K	Hold	974	–	–	0.02%	165
2019 Q3	$56K	Hold	974	–	–	0.02%	164
2019 Q2	$55K	Hold	974	–	–	0.02%	162
2019 Q1	$54K	Hold	974	–	–	0.02%	172
2018 Q4	$51K	Hold	974	–	–	0.02%	175
2018 Q3	$52K	Hold	974	–	–	0.02%	178
2018 Q2	$52K	Hold	974	–	–	0.02%	175
2018 Q1	$52K	Hold	974	–	–	0.03%	177
2017 Q4	$53K	Hold	974	–	–	0.03%	175
2017 Q3	$54K	Hold	974	–	–	0.04%	169
2017 Q2	$53K	Hold	974	–	–	0.04%	177
2017 Q1	$53K	Buy	974 +500	+105%	+$27.1K	0.04%	159
2016 Q4	$26K	Hold	474	–	–	0.02%	214
2016 Q3	$26K	Hold	474	–	–	0.03%	201
2016 Q2	$26K	Sell	474 -168	-26%	-$9.25K	0.03%	196
2016 Q1	$35K	Buy	642 +168	+35%	+$9.07K	0.03%	195
2015 Q4	$25K	Hold	474	–	–	0.02%	186
2015 Q3	$26K	Hold	474	–	–	0.03%	165
2015 Q2	$26K	Hold	474	–	–	0.03%	183
2015 Q1	$26K	Hold	474	–	–	0.03%	172
2014 Q4	$26K	Buy	+474	New	+$26K	0.03%	174

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Burt Wealth Advisors's IGIB Position: Q1 2021 in Review

Burt Wealth Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2021, closing a stake of 974 shares — an estimated $60K sold.

Burt Wealth Advisors first reported a position in IGIB in Q4 2014 and held it in 25 quarters. The position peaked at $60K in Q4 2020. 532 funds tracked by Wall St. Rank hold IGIB as of Q1 2021.

Burt Wealth Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 974 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $60K.
Burt Wealth Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2014 and held it in 25 quarters.
Burt Wealth Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $60K in Q4 2020.
532 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.