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

Cobblestone Capital 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
2021
Q2 		– Sell
-3,420
Closed -$203K – 260
2021
Q1 		$203K Hold
3,420
– – 0.01% 251
2020
Q4 		$211K Sell
3,420
-20
-0.6% -$1.22K 0.02% 236
2020
Q3 		$209K Buy
3,440
+20
+0.6% +$1.22K 0.02% 232
2020
Q2 		$206K Buy
+3,420
New +$199K 0.02% 228

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cobblestone Capital Advisors's IGIB Position: Q2 2021 in Review

Cobblestone Capital Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2021, closing a stake of 3,420 shares — an estimated $203K sold.

Cobblestone Capital Advisors first reported a position in IGIB in Q2 2020 and held it in 4 quarters. The position peaked at $211K in Q4 2020. 544 funds tracked by Wall St. Rank hold IGIB as of Q2 2021.

  • Cobblestone Capital Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Cobblestone Capital Advisors sold 3,420 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $203K.
  • Cobblestone Capital Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2020 and held it in 4 quarters.
  • Cobblestone Capital Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $211K in Q4 2020.
  • 544 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2021.

Based on Cobblestone Capital Advisors's 13F filing for Q2 2021, filed 5 Aug 2021.