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

Conservest 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
2022 Q2	–	Sell	-40,420	Closed	-$2.22M	–	94
2022 Q1	$2.22M	Buy	40,420 +5,521	+16%	+$313K	0.25%	30
2021 Q4	$2.07M	Sell	34,899 -406	-1%	-$24.2K	0.22%	31
2021 Q3	$2.12M	Buy	35,305 +214	+0.6%	+$13K	0.24%	31
2021 Q2	$2.12M	Buy	35,091 +2,508	+8%	+$150K	0.24%	31
2021 Q1	$1.93M	Buy	32,583 +3,153	+11%	+$191K	0.22%	31
2020 Q4	$1.82M	Buy	+29,430	New	+$1.8M	0.22%	33

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UCFA

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

Conservest Capital Advisors's IGIB Position: Q2 2022 in Review

Conservest Capital Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2022, closing a stake of 40,420 shares — an estimated $2.22M sold.

Conservest Capital Advisors first reported a position in IGIB in Q4 2020 and held it in 6 quarters. The position peaked at $2.22M in Q1 2022. 520 funds tracked by Wall St. Rank hold IGIB as of Q2 2022.

Conservest Capital Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Conservest Capital Advisors sold 40,420 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $2.22M.
Conservest Capital Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 6 quarters.
Conservest Capital Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $2.22M in Q1 2022.
520 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Conservest Capital Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.