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

Campbell Wealth Management’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
Q4 		– Sell
-4,167
Closed -$201K – 78
2022
Q3 		$201K Sell
4,167
-223,682
-98% -$11.4M 0.03% 72
2022
Q2 		$11.6M Sell
227,849
-474,417
-68% -$24.7M 1.63% 15
2022
Q1 		$38.5M Buy
702,266
+5,742
+0.8% +$326K 4.69% 8
2021
Q4 		$41.3M Buy
696,524
+15,333
+2% +$913K 4.72% 8
2021
Q3 		$40.9M Buy
681,191
+4,017
+0.6% +$244K 5.48% 7
2021
Q2 		$41M Sell
677,174
-134,910
-17% -$8.08M 5.55% 7
2021
Q1 		$48.1M Buy
812,084
+28,717
+4% +$1.74M 6.6% 7
2020
Q4 		$48.4M Buy
783,367
+42,266
+6% +$2.59M 7.06% 5
2020
Q3 		$45.1M Buy
741,101
+23,090
+3% +$1.41M 7.37% 5
2020
Q2 		$43.4M Buy
718,011
+23,597
+3% +$1.37M 7.55% 5
2020
Q1 		$38.1M Buy
694,414
+115,791
+20% +$6.69M 8.32% 4
2019
Q4 		$33.5M Buy
578,623
+26,865
+5% +$1.56M 6.74% 5
2019
Q3 		$32M Buy
551,758
+22,322
+4% +$1.28M 7.1% 5
2019
Q2 		$30.2M Sell
529,436
-74,023
-12% -$4.11M 7.24% 5
2019
Q1 		$33.3M Sell
603,459
-129,756
-18% -$6.98M 8.85% 3
2018
Q4 		$38.4M Buy
+733,215
New +$38.4M 11.86% 3

Other funds holding IGIB

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Campbell Wealth Management's IGIB Position: Q4 2022 in Review

Campbell Wealth Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2022, closing a stake of 4,167 shares — an estimated $201K sold.

Campbell Wealth Management first reported a position in IGIB in Q4 2018 and held it in 16 quarters. The position peaked at $48.4M in Q4 2020. 506 funds tracked by Wall St. Rank hold IGIB as of Q4 2022.

  • Campbell Wealth Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Campbell Wealth Management sold 4,167 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $201K.
  • Campbell Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2018 and held it in 16 quarters.
  • Campbell Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $48.4M in Q4 2020.
  • 506 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Campbell Wealth Management's 13F filing for Q4 2022, filed 10 Jan 2023.