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Cerity Partners OCIO’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Cerity Partners OCIO’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 		$591K Sell
11,935
-6,363
-35% -$312K 0.02% 302
2022
Q3 		$883K Sell
18,298
-1,485
-8% -$75.9K 0.03% 249
2022
Q2 		$1.01M Sell
19,783
-2,985
-13% -$156K 0.03% 222
2022
Q1 		$1.25M Buy
22,768
+1,251
+6% +$70.9K 0.04% 190
2021
Q4 		$1.27M Sell
21,517
-111
-0.5% -$6.61K 0.04% 191
2021
Q3 		$1.3M Sell
21,628
-1,038
-5% -$63K 0.04% 178
2021
Q2 		$1.37M Buy
22,666
+33
+0.1% +$1.98K 0.04% 160
2021
Q1 		$1.34M Sell
22,633
-479
-2% -$29K 0.05% 148
2020
Q4 		$1.43M Buy
23,112
+28
+0.1% +$1.71K 0.06% 138
2020
Q3 		$1.4M Sell
23,084
-1,183
-5% -$72.2K 0.06% 131
2020
Q2 		$1.47M Sell
24,267
-1,072
-4% -$62.5K 0.07% 129
2020
Q1 		$1.39M Sell
25,339
-217
-0.8% -$12.5K 0.08% 111
2019
Q4 		$1.51M Sell
25,556
-719
-3% -$41.6K 0.07% 118
2019
Q3 		$1.52M Sell
26,275
-1,468
-5% -$84.4K 0.08% 113
2019
Q2 		$1.58M Sell
27,743
-60
-0.2% -$3.33K 0.09% 107
2019
Q1 		$1.53M Sell
27,803
-14,381
-34% -$773K 0.09% 102
2018
Q4 		$2.21M Sell
42,184
-684,932
-94% -$35.8M 0.14% 65
2018
Q3 		$38.6M Buy
727,116
+46,530
+7% +$2.48M 2.31% 17
2018
Q2 		$36.2M Buy
680,586
+21,152
+3% +$1.12M 2.28% 17
2018
Q1 		$35.4M Sell
659,434
-584,404
-47% -$31.5M 2.28% 17
2017
Q4 		$67.9M Buy
1,243,838
+94,130
+8% +$5.16M 4.5% 5
2017
Q3 		$63.3M Buy
1,149,708
+147,996
+15% +$8.15M 4.36% 5
2017
Q2 		$55M Buy
1,001,712
+46,408
+5% +$2.54M 4.13% 6
2017
Q1 		$52M Buy
955,304
+49,866
+6% +$2.71M 4.12% 6
2016
Q4 		$49M Buy
905,438
+509,064
+128% +$27.8M 4.23% 5
2016
Q3 		$22.1M Sell
396,374
-28,030
-7% -$1.56M 2% 24
2016
Q2 		$23.6M Sell
424,404
-64,088
-13% -$3.53M 2.36% 13
2016
Q1 		$26.8M Sell
488,492
-233,594
-32% -$12.6M 2.76% 12
2015
Q4 		$38.7M Sell
722,086
-44,832
-6% -$2.43M 4.27% 6
2015
Q3 		$41.7M Sell
766,918
-20,270
-3% -$1.1M 4.72% 5
2015
Q2 		$42.8M Buy
787,188
+11,466
+1% +$630K 4.66% 5
2015
Q1 		$42.9M Buy
775,722
+90,398
+13% +$4.98M 4.78% 5
2014
Q4 		$37.5M Sell
685,324
-20,128
-3% -$1.1M 4.54% 5
2014
Q3 		$38.6M Buy
705,452
+45,100
+7% +$2.48M 5.1% 5
2014
Q2 		$36.4M Sell
660,352
-189,094
-22% -$10.4M 5.1% 5
2014
Q1 		$46.3M Buy
849,446
+76,492
+10% +$4.16M 7.35% 3
2013
Q4 		$41.7M Sell
772,954
-19,682
-2% -$1.07M 7.17% 4
2013
Q3 		$42.8M Buy
792,636
+59,730
+8% +$3.21M 7.99% 2
2013
Q2 		$39.5M Buy
+732,906
New +$40.5M 8.11% 2

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

Cerity Partners OCIO's IGIB Position: Q4 2022 in Review

Cerity Partners OCIO reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 35% in Q4 2022, selling an estimated $312K and leaving 11,935 shares worth $591K. The position accounts for 0.02% of the portfolio, ranked #302.

Cerity Partners OCIO first reported a position in IGIB in Q2 2013 and has held it in 39 quarters since. The position peaked at $67.9M in Q4 2017. 506 funds tracked by Wall St. Rank hold IGIB as of Q4 2022.

  • Cerity Partners OCIO held 11,935 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $591K as of Q4 2022.
  • Cerity Partners OCIO sold 6,363 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $312K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.02% of Cerity Partners OCIO's portfolio in Q4 2022, its #302 holding.
  • Cerity Partners OCIO first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 39 quarters since.
  • Cerity Partners OCIO's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $67.9M in Q4 2017.
  • 506 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Cerity Partners OCIO's 13F filing for Q4 2022, filed 2 Feb 2023.