Covenant Multifamily Offices’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Covenant Multifamily Offices’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 Q1	–	Sell	-15,147	Closed	-$886K	–	145
2019 Q4	$886K	Buy	15,147 +426	+3%	+$24.7K	0.15%	105
2019 Q3	$853K	Buy	+14,721	New	+$846K	0.18%	82
2019 Q2	–	Sell	-9,477	Closed	-$523K	–	191
2019 Q1	$523K	Buy	+9,477	New	+$509K	0.17%	48

Other funds holding IGIB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Covenant Multifamily Offices's IGIB Position: Q1 2020 in Review

Covenant Multifamily Offices sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2020, closing a stake of 15,147 shares — an estimated $886K sold.

Covenant Multifamily Offices first reported a position in IGIB in Q1 2019 and held it in 3 quarters. The position peaked at $886K in Q4 2019. 490 funds tracked by Wall St. Rank hold IGIB as of Q1 2020.

Covenant Multifamily Offices reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Covenant Multifamily Offices sold 15,147 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $886K.
Covenant Multifamily Offices first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2019 and held it in 3 quarters.
Covenant Multifamily Offices's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $886K in Q4 2019.
490 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2020.

Based on Covenant Multifamily Offices's 13F filing for Q1 2020, filed 5 May 2020.