Clifford Swan Investment Counsel’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Clifford Swan Investment Counsel’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
2020 Q1	–	Sell	-12,508	Closed	-$725K	–	309
2019 Q4	$725K	Buy	+12,508	New	+$724K	0.04%	189
2018 Q3	–	Sell	-17,030	Closed	-$905K	–	322
2018 Q2	$905K	Sell	17,030 -230	-1%	-$12.2K	0.05%	159
2018 Q1	$925K	Sell	17,260 -230	-1%	-$12.4K	0.05%	160
2017 Q4	$955K	Hold	17,490	–	–	0.05%	162
2017 Q3	$963K	Hold	17,490	–	–	0.06%	158
2017 Q2	$960K	Buy	17,490 +8,868	+103%	+$486K	0.06%	157
2017 Q1	$470K	Buy	8,622 +2,510	+41%	+$136K	0.03%	207
2016 Q4	$331K	Buy	+6,112	New	+$334K	0.02%	226

Other funds holding IGIB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Clifford Swan Investment Counsel's IGIB Position: Q1 2020 in Review

Clifford Swan Investment Counsel sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2020, closing a stake of 12,508 shares — an estimated $725K sold.

Clifford Swan Investment Counsel first reported a position in IGIB in Q4 2016 and held it in 8 quarters. The position peaked at $963K in Q3 2017. 491 funds tracked by Wall St. Rank hold IGIB as of Q1 2020.

Clifford Swan Investment Counsel reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Clifford Swan Investment Counsel sold 12,508 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $725K.
Clifford Swan Investment Counsel first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2016 and held it in 8 quarters.
Clifford Swan Investment Counsel's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $963K in Q3 2017.
491 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2020.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2020, filed 9 Apr 2020.