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Carmichael Hill & Associates’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Carmichael Hill & Associates’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
-260
Closed -$16K – 770
2020
Q4 		$16K Sell
260
-83
-24% -$5.08K 0.01% 505
2020
Q3 		$21K Hold
343
– – 0.01% 422
2020
Q2 		$21K Sell
343
-278
-45% -$16.2K 0.02% 405
2020
Q1 		$34K Hold
621
– – 0.03% 310
2019
Q4 		$36K Buy
+621
New +$36K 0.03% 321

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Carmichael Hill & Associates's IGIB Position: Q1 2021 in Review

Carmichael Hill & Associates sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2021, closing a stake of 260 shares — an estimated $16K sold.

Carmichael Hill & Associates first reported a position in IGIB in Q4 2019 and held it in 5 quarters. The position peaked at $36K in Q4 2019. 532 funds tracked by Wall St. Rank hold IGIB as of Q1 2021.

  • Carmichael Hill & Associates reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Carmichael Hill & Associates sold 260 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $16K.
  • Carmichael Hill & Associates first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 5 quarters.
  • Carmichael Hill & Associates's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $36K in Q4 2019.
  • 532 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2021.

Based on Carmichael Hill & Associates's 13F filing for Q1 2021, filed 28 Apr 2021.