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

CMH Wealth Management’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
2018
Q4 		– Sell
-7,211
Closed -$381K – 61
2018
Q3 		$381K Buy
7,211
+75
+1% +$3.99K 0.2% 53
2018
Q2 		$378K Buy
7,136
+290
+4% +$15.4K 0.22% 55
2018
Q1 		$366K Buy
6,846
+270
+4% +$14.5K 0.25% 52
2017
Q4 		$359K Buy
+6,576
New +$360K 0.24% 50

Other funds holding IGIB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CMH Wealth Management's IGIB Position: Q4 2018 in Review

CMH Wealth Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2018, closing a stake of 7,211 shares — an estimated $381K sold.

CMH Wealth Management first reported a position in IGIB in Q4 2017 and held it in 4 quarters. The position peaked at $381K in Q3 2018. 381 funds tracked by Wall St. Rank hold IGIB as of Q4 2018.

  • CMH Wealth Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • CMH Wealth Management sold 7,211 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2018, an estimated $381K.
  • CMH Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2017 and held it in 4 quarters.
  • CMH Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $381K in Q3 2018.
  • 381 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2018.

Based on CMH Wealth Management's 13F filing for Q4 2018, filed 16 Jan 2019.