Cooper Financial Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Cooper Financial Group’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 Q1	–	Sell	-4,225	Closed	-$261K	–	276
2020 Q4	$261K	Sell	4,225 -9,380	-69%	-$574K	0.05%	241
2020 Q3	$827K	Sell	13,605 -53	-0.4%	-$3.23K	0.24%	59
2020 Q2	$825K	Buy	13,658 +4,886	+56%	+$285K	0.27%	57
2020 Q1	$482K	Buy	8,772 +2,051	+31%	+$118K	0.2%	72
2019 Q4	$390K	Sell	6,721 -501	-7%	-$29K	0.16%	87
2019 Q3	$418K	Buy	7,222 +1,561	+28%	+$89.7K	0.19%	79
2019 Q2	$322K	Hold	5,661	–	–	0.16%	87
2019 Q1	$312K	Sell	5,661 -126	-2%	-$6.77K	0.17%	76
2018 Q4	$303K	Buy	+5,787	New	+$303K	0.21%	71

Other funds holding IGIB

Financial Engines Advisors

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Federal Reserve Bank of New York New York $5.06B AUM

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

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

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

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

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