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

Copperleaf Capital’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	-3,758	Closed	-$223K	–	60
2021 Q4	$223K	Sell	3,758 -148	-4%	-$8.81K	0.19%	58
2021 Q3	$235K	Sell	3,906 -302	-7%	-$18.3K	0.23%	56
2021 Q2	$255K	Buy	4,208 +598	+17%	+$35.8K	0.25%	55
2021 Q1	$214K	Sell	3,610 -634	-15%	-$38.4K	0.23%	54
2020 Q4	$262K	Sell	4,244 -78,715	-95%	-$4.82M	0.22%	45
2020 Q3	$5.04M	Sell	82,959 -3,801	-4%	-$232K	4.85%	4
2020 Q2	$5.24M	Sell	86,760 -6,083	-7%	-$354K	5.43%	3
2020 Q1	$5.1M	Sell	92,843 -679	-0.7%	-$39.2K	6.12%	4
2019 Q4	$5.42M	Buy	+93,522	New	+$5.41M	5.5%	6

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

UCFA

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Copperleaf Capital's IGIB Position: Q1 2022 in Review

Copperleaf Capital sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2022, closing a stake of 3,758 shares — an estimated $223K sold.

Copperleaf Capital first reported a position in IGIB in Q4 2019 and held it in 9 quarters. The position peaked at $5.42M in Q4 2019. 549 funds tracked by Wall St. Rank hold IGIB as of Q1 2022.

Copperleaf Capital reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Copperleaf Capital sold 3,758 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $223K.
Copperleaf Capital first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 9 quarters.
Copperleaf Capital's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $5.42M in Q4 2019.
549 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Copperleaf Capital's 13F filing for Q1 2022, filed 16 May 2022.