DDD Partners’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

DDD Partners’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	-78,514	Closed	-$4.31M	–	88
2022 Q1	$4.31M	Sell	78,514 -5,773	-7%	-$327K	0.59%	36
2021 Q4	$5M	Sell	84,287 -1,110	-1%	-$66.1K	0.68%	41
2021 Q3	$5.13M	Buy	85,397 +6,754	+9%	+$410K	0.77%	43
2021 Q2	$4.76M	Sell	78,643 -4,162	-5%	-$249K	0.72%	41
2021 Q1	$4.91M	Buy	82,805 +7,567	+10%	+$458K	0.84%	40
2020 Q4	$4.65M	Buy	+75,238	New	+$4.6M	0.92%	35
2018 Q2	–	Sell	-20,846	Closed	-$1.12M	–	48
2018 Q1	$1.12M	Sell	20,846 -1,550	-7%	-$83.5K	0.45%	43
2017 Q4	$1.22M	Buy	+22,396	New	+$1.23M	0.48%	42

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

DDD Partners's IGIB Position: Q2 2022 in Review

DDD Partners sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2022, closing a stake of 78,514 shares — an estimated $4.31M sold.

DDD Partners first reported a position in IGIB in Q4 2017 and held it in 8 quarters. The position peaked at $5.13M in Q3 2021. 520 funds tracked by Wall St. Rank hold IGIB as of Q2 2022.

DDD Partners reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
DDD Partners sold 78,514 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $4.31M.
DDD Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2017 and held it in 8 quarters.
DDD Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $5.13M in Q3 2021.
520 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on DDD Partners's 13F filing for Q2 2022, filed 3 Aug 2022.