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

Chesapeake 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 Q1	–	Sell	-4,054	Closed	-$240K	–	189
2021 Q4	$240K	Hold	4,054	–	–	0.08%	181
2021 Q3	$243K	Hold	4,054	–	–	0.09%	186
2021 Q2	$245K	Sell	4,054 -590	-13%	-$35.3K	0.08%	204
2021 Q1	$275K	Sell	4,644 -135	-3%	-$8.17K	0.09%	188
2020 Q4	$295K	Sell	4,779 -230	-5%	-$14.1K	0.1%	180
2020 Q3	$305K	Sell	5,009 -525	-9%	-$32K	0.11%	163
2020 Q2	$334K	Sell	5,534 -359	-6%	-$20.9K	0.13%	150
2020 Q1	$324K	Buy	5,893 +190	+3%	+$11K	0.15%	131
2019 Q4	$331K	Buy	5,703 +70	+1%	+$4.05K	0.13%	152
2019 Q3	$327K	Sell	5,633 -279	-5%	-$16K	0.13%	147
2019 Q2	$337K	Sell	5,912 -284	-5%	-$15.8K	0.14%	149
2019 Q1	$342K	Sell	6,196 -200	-3%	-$10.8K	0.15%	146
2018 Q4	$335K	Buy	+6,396	New	+$335K	0.17%	133
2018 Q2	–	Sell	-4,150	Closed	-$222K	–	188
2018 Q1	$222K	Buy	+4,150	New	+$224K	0.1%	170

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Chesapeake Wealth Management's IGIB Position: Q1 2022 in Review

Chesapeake Wealth Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2022, closing a stake of 4,054 shares — an estimated $240K sold.

Chesapeake Wealth Management first reported a position in IGIB in Q1 2018 and held it in 14 quarters. The position peaked at $342K in Q1 2019. 547 funds tracked by Wall St. Rank hold IGIB as of Q1 2022.

Chesapeake Wealth Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Chesapeake Wealth Management sold 4,054 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $240K.
Chesapeake Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2018 and held it in 14 quarters.
Chesapeake Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $342K in Q1 2019.
547 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Chesapeake Wealth Management's 13F filing for Q1 2022, filed 19 Apr 2022.