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

Concord Wealth Partners’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
2022
Q1 		– Sell
-31,124
Closed -$1.84M – 1331
2021
Q4 		$1.84M Buy
+31,124
New +$1.85M 0.45% 30
2021
Q1 		– Sell
-380
Closed -$23K – 1026
2020
Q4 		$23K Buy
+380
New +$23.2K 0.02% 293

Other funds holding IGIB

Financial Engines Advisors
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Envestnet Asset Management
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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Concord Wealth Partners's IGIB Position: Q1 2022 in Review

Concord Wealth Partners sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2022, closing a stake of 31,124 shares — an estimated $1.84M sold.

Concord Wealth Partners first reported a position in IGIB in Q4 2020 and held it in 2 quarters. The position peaked at $1.84M in Q4 2021. 549 funds tracked by Wall St. Rank hold IGIB as of Q1 2022.

  • Concord Wealth Partners reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 31,124 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $1.84M.
  • Concord Wealth Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 2 quarters.
  • Concord Wealth Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.84M in Q4 2021.
  • 549 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Concord Wealth Partners's 13F filing for Q1 2022, filed 20 Apr 2022.