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

Cypress Wealth Services’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 Q2	–	Sell	-3,962	Closed	-$235K	–	283
2021 Q1	$235K	Buy	3,962 +4	+0.1%	+$242	0.05%	252
2020 Q4	$245K	Buy	+3,958	New	+$242K	0.05%	238
2020 Q3	–	Sell	-4,270	Closed	-$260K	–	365
2020 Q2	$258K	Sell	4,270 -55,327	-93%	-$3.22M	0.06%	221
2020 Q1	$3.27M	Buy	59,597 +8,393	+16%	+$485K	0.96%	30
2019 Q4	$2.97M	Buy	51,204 +9,185	+22%	+$532K	0.75%	41
2019 Q3	$2.43M	Buy	42,019 +16,921	+67%	+$972K	0.67%	47
2019 Q2	$1.43M	Buy	+25,098	New	+$1.39M	0.41%	74

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

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

Cypress Wealth Services's IGIB Position: Q2 2021 in Review

Cypress Wealth Services sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2021, closing a stake of 3,962 shares — an estimated $235K sold.

Cypress Wealth Services first reported a position in IGIB in Q2 2019 and held it in 7 quarters. The position peaked at $3.27M in Q1 2020. 544 funds tracked by Wall St. Rank hold IGIB as of Q2 2021.

Cypress Wealth Services reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Cypress Wealth Services sold 3,962 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $235K.
Cypress Wealth Services first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2019 and held it in 7 quarters.
Cypress Wealth Services's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $3.27M in Q1 2020.
544 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2021.

Based on Cypress Wealth Services's 13F filing for Q2 2021, filed 14 Jul 2021.