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

Clearview 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
2023 Q3	–	Sell	-110	Closed	-$5.58K	–	354
2023 Q2	$5.58K	Buy	110 +1	+0.9%	+$51	0.01%	416
2023 Q1	$5.6K	Buy	109 +1	+0.9%	+$51	0.01%	417
2022 Q4	$5.38K	Sell	108 -737	-87%	-$36.1K	﹤0.01%	389
2022 Q3	$41K	Buy	845 +7	+0.8%	+$358	0.03%	187
2022 Q2	$43K	Buy	838 +5	+0.6%	+$261	0.03%	198
2022 Q1	$46K	Buy	833 +4	+0.5%	+$227	0.03%	206
2021 Q4	$49K	Sell	829 -27	-3%	-$1.61K	0.03%	230
2021 Q3	$51K	Buy	856 +5	+0.6%	+$304	0.03%	230
2021 Q2	$52K	Sell	851 -987	-54%	-$59.1K	0.03%	237
2021 Q1	$109K	Buy	1,838 +7	+0.4%	+$423	0.07%	148
2020 Q4	$113K	Buy	+1,831	New	+$112K	0.08%	131

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Clearview Wealth Advisors's IGIB Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2023, closing a stake of 110 shares — an estimated $5.58K sold.

Clearview Wealth Advisors first reported a position in IGIB in Q4 2020 and held it in 11 quarters. The position peaked at $113K in Q4 2020. 518 funds tracked by Wall St. Rank hold IGIB as of Q3 2023.

Clearview Wealth Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 110 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $5.58K.
Clearview Wealth Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $113K in Q4 2020.
518 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.