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Clear Perspectives Financial Planning’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Clear Perspectives Financial Planning’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
2023
Q1 		– Sell
-256
Closed -$12.7K – 216
2022
Q4 		$12.7K Buy
+256
New +$12.5K 0.01% 144

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $49B AUM 17.78% 1-Year Est. Return

Clear Perspectives Financial Planning's IGIB Position: Q1 2023 in Review

Clear Perspectives Financial Planning sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2023, closing a stake of 256 shares — an estimated $12.7K sold.

Clear Perspectives Financial Planning first reported a position in IGIB in Q4 2022 and held it in 1 quarter. The position peaked at $12.7K in Q4 2022. 502 funds tracked by Wall St. Rank hold IGIB as of Q1 2023.

  • Clear Perspectives Financial Planning reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 256 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $12.7K.
  • Clear Perspectives Financial Planning first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Clear Perspectives Financial Planning's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $12.7K in Q4 2022.
  • 502 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.