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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
Q4 		– Sell
-4,166
Closed -$250K – 224
2021
Q3 		$250K Hold
4,166
– – 0.01% 285
2021
Q2 		$252K Buy
+4,166
New +$249K 0.01% 285
2019
Q4 		$587K Sell
10,116
-23,360
-70% -$1.35M 0.05% 130
2019
Q3 		$1.94M Sell
33,476
-6,624
-17% -$381K 0.17% 70
2019
Q2 		$2.28M Buy
40,100
+592
+1% +$32.8K 0.23% 57
2019
Q1 		$2.18M Sell
39,508
-162
-0.4% -$8.71K 0.24% 52
2018
Q4 		$2.08M Sell
39,670
-5,356
-12% -$280K 0.21% 68
2018
Q3 		$2.39M Sell
45,026
-23,410
-34% -$1.25M 0.22% 57
2018
Q2 		$3.63M Buy
+68,436
New +$3.64M 0.36% 47
2018
Q1 		– Sell
-23,886
Closed -$1.3M – 129
2017
Q4 		$1.3M Sell
23,886
-6,438
-21% -$353K 0.13% 70
2017
Q3 		$1.67M Sell
30,324
-69,494
-70% -$3.83M 0.18% 68
2017
Q2 		$5.48M Sell
99,818
-21,040
-17% -$1.15M 0.61% 34
2017
Q1 		$6.58M Buy
120,858
+52,756
+77% +$2.86M 0.74% 29
2016
Q4 		$3.68M Sell
68,102
-147,046
-68% -$8.04M 0.42% 41
2016
Q3 		$12M Buy
215,148
+167,400
+351% +$9.32M 1.46% 19
2016
Q2 		$2.66M Buy
47,748
+5,422
+13% +$298K 0.38% 39
2016
Q1 		$2.32M Buy
+42,326
New +$2.29M 0.36% 42

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
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's IGIB Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2021, closing a stake of 4,166 shares — an estimated $250K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IGIB in Q1 2016 and held it in 17 quarters. The position peaked at $12M in Q3 2016. 550 funds tracked by Wall St. Rank hold IGIB as of Q4 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 4,166 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $250K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2016 and held it in 17 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $12M in Q3 2016.
  • 550 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.