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

CFM Wealth Partners’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	-3,838	Closed	-$211K	–	173
2022 Q1	$211K	Hold	3,838	–	–	0.05%	178
2021 Q4	$226K	Hold	3,838	–	–	0.05%	167
2021 Q3	$230K	Hold	3,838	–	–	0.06%	167
2021 Q2	$232K	Hold	3,838	–	–	0.06%	156
2021 Q1	$227K	Hold	3,838	–	–	0.07%	150
2020 Q4	$237K	Hold	3,838	–	–	0.08%	144
2020 Q3	$233K	Hold	3,838	–	–	0.09%	132
2020 Q2	$231K	Hold	3,838	–	–	0.09%	133
2020 Q1	$211K	Hold	3,838	–	–	0.1%	123
2019 Q4	$224K	Buy	+3,838	New	+$222K	0.08%	137

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

CFM Wealth Partners's IGIB Position: Q2 2022 in Review

CFM Wealth Partners sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2022, closing a stake of 3,838 shares — an estimated $211K sold.

CFM Wealth Partners first reported a position in IGIB in Q4 2019 and held it in 10 quarters. The position peaked at $237K in Q4 2020. 520 funds tracked by Wall St. Rank hold IGIB as of Q2 2022.

CFM Wealth Partners reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
CFM Wealth Partners sold 3,838 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $211K.
CFM Wealth Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 10 quarters.
CFM Wealth Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $237K in Q4 2020.
520 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on CFM Wealth Partners's 13F filing for Q2 2022, filed 12 Jul 2022.