CMP
IGIB icon

Coston McIsaac & Partners’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Coston McIsaac & Partners’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
Q4 		– Sell
-230
Closed -$11K – 786
2022
Q3 		$11K Hold
230
– – 0.01% 411
2022
Q2 		$12K Buy
+230
New +$12K 0.01% 256

Other funds holding IGIB

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Coston McIsaac & Partners's IGIB Position: Q4 2022 in Review

Coston McIsaac & Partners sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2022, closing a stake of 230 shares — an estimated $11K sold.

Coston McIsaac & Partners first reported a position in IGIB in Q2 2022 and held it in 2 quarters. The position peaked at $12K in Q2 2022. 506 funds tracked by Wall St. Rank hold IGIB as of Q4 2022.

  • Coston McIsaac & Partners reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Coston McIsaac & Partners sold 230 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $11K.
  • Coston McIsaac & Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2022 and held it in 2 quarters.
  • Coston McIsaac & Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $12K in Q2 2022.
  • 506 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Coston McIsaac & Partners's 13F filing for Q4 2022, filed 9 Feb 2023.