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Daniels + Tansey’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Daniels + Tansey’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
-48,762
Closed -$2.96M – 29
2020
Q3 		$2.96M Buy
+48,762
New +$2.97M 1.48% 18

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Daniels + Tansey's IGIB Position: Q4 2020 in Review

Daniels + Tansey sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2020, closing a stake of 48,762 shares — an estimated $2.96M sold.

Daniels + Tansey first reported a position in IGIB in Q3 2020 and held it in 1 quarter. The position peaked at $2.96M in Q3 2020. 543 funds tracked by Wall St. Rank hold IGIB as of Q4 2020.

  • Daniels + Tansey reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Daniels + Tansey sold 48,762 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2020, an estimated $2.96M.
  • Daniels + Tansey first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2020 and held it in 1 quarter.
  • Daniels + Tansey's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $2.96M in Q3 2020.
  • 543 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2020.

Based on Daniels + Tansey's 13F filing for Q4 2020, filed 4 Feb 2021.