Client First Capital’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Client First Capital’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	-111,534	Closed	-$5.52M	–	24
2022 Q4	$5.52M	Sell	111,534 -10,361	-8%	-$508K	4.32%	11
2022 Q3	$5.88M	Sell	121,895 -18,498	-13%	-$946K	4.31%	11
2022 Q2	$7.17M	Sell	140,393 -104,592	-43%	-$5.45M	5.51%	10
2022 Q1	$13.4M	Buy	244,985 +10,162	+4%	+$576K	9.04%	2
2021 Q4	$13.9M	Buy	+234,823	New	+$14M	9.88%	4

Other funds holding IGIB

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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 $5.29B AUM 8.96% 1-Year Est. Return

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

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

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

Client First Capital's IGIB Position: Q1 2023 in Review

Client First Capital sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2023, closing a stake of 111,534 shares — an estimated $5.52M sold.

Client First Capital first reported a position in IGIB in Q4 2021 and held it in 5 quarters. The position peaked at $13.9M in Q4 2021. 502 funds tracked by Wall St. Rank hold IGIB as of Q1 2023.

Client First Capital reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Client First Capital sold 111,534 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $5.52M.
Client First Capital first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2021 and held it in 5 quarters.
Client First Capital's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $13.9M in Q4 2021.
502 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Client First Capital's 13F filing for Q1 2023, filed 13 Apr 2023.