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

Crescent Capital Consulting’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
Q4 		$10K Hold
164
– – ﹤0.01% 392
2021
Q3 		$10K Hold
164
– – ﹤0.01% 422
2021
Q2 		$10K Sell
164
-160,846
-100% -$9.63M ﹤0.01% 372
2021
Q1 		$9.54M Sell
161,010
-37,911
-19% -$2.29M 2.09% 8
2020
Q4 		$12.3M Buy
+198,921
New +$12.2M 3.17% 5

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Crescent Capital Consulting's IGIB Position: Q4 2021 in Review

Crescent Capital Consulting held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q4 2021 at 164 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

Crescent Capital Consulting first reported a position in IGIB in Q4 2020 and has held it in 5 quarters since. The position peaked at $12.3M in Q4 2020. 550 funds tracked by Wall St. Rank hold IGIB as of Q4 2021.

  • Crescent Capital Consulting held 164 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $10K as of Q4 2021.
  • Crescent Capital Consulting left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q4 2021.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Crescent Capital Consulting's portfolio in Q4 2021, its #392 holding.
  • Crescent Capital Consulting first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 5 quarters since.
  • Crescent Capital Consulting's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $12.3M in Q4 2020.
  • 550 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Crescent Capital Consulting's 13F filing for Q4 2021, filed 18 Jan 2022.