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Choate Investment Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Choate Investment Advisors’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
Q2 		– Sell
-3,735
Closed -$221K – 360
2021
Q1 		$221K Hold
3,735
– – 0.01% 243
2020
Q4 		$231K Hold
3,735
– – 0.01% 226
2020
Q3 		$227K Hold
3,735
– – 0.01% 227
2020
Q2 		$226K Hold
3,735
– – 0.02% 228
2020
Q1 		$205K Buy
+3,735
New +$216K 0.02% 228

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Choate Investment Advisors's IGIB Position: Q2 2021 in Review

Choate Investment Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2021, closing a stake of 3,735 shares — an estimated $221K sold.

Choate Investment Advisors first reported a position in IGIB in Q1 2020 and held it in 5 quarters. The position peaked at $231K in Q4 2020. 544 funds tracked by Wall St. Rank hold IGIB as of Q2 2021.

  • Choate Investment Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Choate Investment Advisors sold 3,735 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $221K.
  • Choate Investment Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2020 and held it in 5 quarters.
  • Choate Investment Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $231K in Q4 2020.
  • 544 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2021.

Based on Choate Investment Advisors's 13F filing for Q2 2021, filed 30 Jul 2021.