Curtis Advisory Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Curtis Advisory Group’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 Q2	–	Sell	-3,849	Closed	-$211K	–	93
2022 Q1	$211K	Hold	3,849	–	–	0.07%	82
2021 Q4	$228K	Sell	3,849 -54	-1%	-$3.21K	0.07%	78
2021 Q3	$234K	Buy	3,903 +54	+1%	+$3.28K	0.09%	68
2021 Q2	$233K	Hold	3,849	–	–	0.1%	66
2021 Q1	$228K	Hold	3,849	–	–	0.1%	69
2020 Q4	$238K	Hold	3,849	–	–	0.12%	63
2020 Q3	$234K	Hold	3,849	–	–	0.14%	56
2020 Q2	$232K	Hold	3,849	–	–	0.17%	52
2020 Q1	$211K	Hold	3,849	–	–	0.14%	47
2019 Q4	$223K	Buy	+3,849	New	+$223K	0.13%	52

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

Curtis Advisory Group's IGIB Position: Q2 2022 in Review

Curtis Advisory Group sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2022, closing a stake of 3,849 shares — an estimated $211K sold.

Curtis Advisory Group first reported a position in IGIB in Q4 2019 and held it in 10 quarters. The position peaked at $238K in Q4 2020. 520 funds tracked by Wall St. Rank hold IGIB as of Q2 2022.

Curtis Advisory Group reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Curtis Advisory Group sold 3,849 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $211K.
Curtis Advisory Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 10 quarters.
Curtis Advisory Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $238K in Q4 2020.
520 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Curtis Advisory Group's 13F filing for Q2 2022, filed 10 Aug 2022.