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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

FRBONY

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

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cooper Financial Group's IGIB Position: Q1 2021 in Review

Cooper Financial Group sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2021, closing a stake of 4,225 shares — an estimated $261K sold.

Cooper Financial Group first reported a position in IGIB in Q4 2018 and held it in 9 quarters. The position peaked at $827K in Q3 2020. 532 funds tracked by Wall St. Rank hold IGIB as of Q1 2021.

Cooper Financial Group reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Cooper Financial Group sold 4,225 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $261K.
Cooper Financial Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2018 and held it in 9 quarters.
Cooper Financial Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $827K in Q3 2020.
532 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2021.

Based on Cooper Financial Group's 13F filing for Q1 2021, filed 17 May 2021.