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

CA Family 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
2020
Q1 		$465K Sell
8,459
-560
-6% -$32.3K 0.49% 10
2019
Q4 		$523K Buy
+9,019
New +$522K 0.35% 20

Other funds holding IGIB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

CA Family Wealth's IGIB Position: Q1 2020 in Review

CA Family Wealth reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 6.2% in Q1 2020, selling an estimated $32.3K and leaving 8,459 shares worth $465K. The position accounts for 0.49% of the portfolio, ranked #10.

CA Family Wealth first reported a position in IGIB in Q4 2019 and has held it in 2 quarters since. The position peaked at $523K in Q4 2019. 491 funds tracked by Wall St. Rank hold IGIB as of Q1 2020.

  • CA Family Wealth held 8,459 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $465K as of Q1 2020.
  • CA Family Wealth sold 560 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $32.3K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.49% of CA Family Wealth's portfolio in Q1 2020, its #10 holding.
  • CA Family Wealth first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 2 quarters since.
  • CA Family Wealth's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $523K in Q4 2019.
  • 491 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.