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Cascadia Advisory Services’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Cascadia Advisory Services’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
2019
Q4 		$491K Buy
+8,476
New +$491K 0.14% 138

Other funds holding IGIB

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
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
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cascadia Advisory Services's IGIB Position: Q4 2019 in Review

Cascadia Advisory Services opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2019: 8,476 shares worth $491K. The stake represents 0.14% of the portfolio and ranks #138 among its holdings.

506 funds tracked by Wall St. Rank hold IGIB as of Q4 2019.

  • Cascadia Advisory Services held 8,476 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $491K as of Q4 2019.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF was a new Cascadia Advisory Services position in Q4 2019.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.14% of Cascadia Advisory Services's portfolio in Q4 2019, its #138 holding.
  • 506 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2019.

Based on Cascadia Advisory Services's 13F filing for Q4 2019, filed 11 Feb 2020.