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

Cornerstone Wealth Management’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
2020 Q2	–	Sell	-3,982	Closed	-$219K	–	393
2020 Q1	$219K	Sell	3,982 -1,434	-26%	-$82.8K	0.04%	311
2019 Q4	$314K	Sell	5,416 -15	-0.3%	-$868	0.05%	261
2019 Q3	$315K	Sell	5,431 -714	-12%	-$41K	0.06%	260
2019 Q2	$350K	Sell	6,145 -1,727	-22%	-$95.8K	0.06%	251
2019 Q1	$491K	Sell	7,872 -17,846	-69%	-$959K	0.06%	278
2018 Q4	$1.35M	Sell	25,718 -2,530,408	-99%	-$132M	0.29%	75
2018 Q3	$23.2M	Sell	2,556,126 -334,324	-12%	-$17.8M	0.29%	76
2018 Q2	$13.6M	Buy	2,890,450 +2,864,670	+11,112%	+$152M	0.15%	145
2018 Q1	$1.38M	Sell	25,780 -56,138	-69%	-$3.02M	0.26%	73
2017 Q4	$4.46M	Buy	81,918 +35,446	+76%	+$1.94M	0.84%	22
2017 Q3	$2.55M	Sell	46,472 -9,450	-17%	-$520K	0.53%	33
2017 Q2	$3.06M	Buy	55,922 +15,570	+39%	+$854K	0.69%	25
2017 Q1	$2.2M	Buy	+40,352	New	+$2.19M	0.54%	31

Other funds holding IGIB

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

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

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

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

UCFA

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cornerstone Wealth Management's IGIB Position: Q2 2020 in Review

Cornerstone Wealth Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2020, closing a stake of 3,982 shares — an estimated $219K sold.

Cornerstone Wealth Management first reported a position in IGIB in Q1 2017 and held it in 13 quarters. The position peaked at $23.2M in Q3 2018. 487 funds tracked by Wall St. Rank hold IGIB as of Q2 2020.

Cornerstone Wealth Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Cornerstone Wealth Management sold 3,982 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2020, an estimated $219K.
Cornerstone Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2017 and held it in 13 quarters.
Cornerstone Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $23.2M in Q3 2018.
487 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2020.

Based on Cornerstone Wealth Management's 13F filing for Q2 2020, filed 16 Jul 2020.