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DBK Financial Counsel’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

DBK Financial Counsel’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
-5,202
Closed -$285K – 43
2022
Q1 		$285K Hold
5,202
– – 0.42% 32
2021
Q4 		$308K Buy
+5,202
New +$310K 0.44% 30

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 $424B AUM 22.94% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Charles Schwab
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
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

DBK Financial Counsel's IGIB Position: Q2 2022 in Review

DBK Financial Counsel sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2022, closing a stake of 5,202 shares — an estimated $285K sold.

DBK Financial Counsel first reported a position in IGIB in Q4 2021 and held it in 2 quarters. The position peaked at $308K in Q4 2021. 520 funds tracked by Wall St. Rank hold IGIB as of Q2 2022.

  • DBK Financial Counsel reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • DBK Financial Counsel sold 5,202 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $285K.
  • DBK Financial Counsel first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2021 and held it in 2 quarters.
  • DBK Financial Counsel's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $308K in Q4 2021.
  • 520 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on DBK Financial Counsel's 13F filing for Q2 2022, filed 11 Jul 2022.