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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
2020
Q4 		– Sell
-3,950
Closed -$240K – 384
2020
Q3 		$240K Buy
+3,950
New +$241K 0.06% 219

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
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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.