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

Capital Advisors 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 Q2	–	Sell	-158,727	Closed	-$8.71M	–	122
2022 Q1	$8.71M	Sell	158,727 -127,515	-45%	-$7.23M	2.67%	11
2021 Q4	$17M	Buy	286,242 +5,972	+2%	+$356K	5.15%	4
2021 Q3	$16.8M	Buy	280,270 +21,916	+8%	+$1.33M	5.97%	3
2021 Q2	$15.6M	Buy	258,354 +29,533	+13%	+$1.77M	5.79%	3
2021 Q1	$13.6M	Buy	+228,821	New	+$13.8M	5.85%	3

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

Capital Advisors Wealth Management's IGIB Position: Q2 2022 in Review

Capital Advisors Wealth Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2022, closing a stake of 158,727 shares — an estimated $8.71M sold.

Capital Advisors Wealth Management first reported a position in IGIB in Q1 2021 and held it in 5 quarters. The position peaked at $17M in Q4 2021. 520 funds tracked by Wall St. Rank hold IGIB as of Q2 2022.

Capital Advisors Wealth Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Capital Advisors Wealth Management sold 158,727 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $8.71M.
Capital Advisors Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2021 and held it in 5 quarters.
Capital Advisors Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $17M in Q4 2021.
520 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.