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Dowling & Yahnke’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Dowling & Yahnke’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
Q1 		– Sell
-243
Closed -$14K – 332
2019
Q4 		$14K Buy
+243
New +$14.1K ﹤0.01% 337

Other funds holding IGIB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Dowling & Yahnke's IGIB Position: Q1 2020 in Review

Dowling & Yahnke sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2020, closing a stake of 243 shares — an estimated $14K sold.

Dowling & Yahnke first reported a position in IGIB in Q4 2019 and held it in 1 quarter. The position peaked at $14K in Q4 2019. 491 funds tracked by Wall St. Rank hold IGIB as of Q1 2020.

  • Dowling & Yahnke reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Dowling & Yahnke sold 243 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $14K.
  • Dowling & Yahnke first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 1 quarter.
  • Dowling & Yahnke's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $14K in Q4 2019.
  • 491 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2020.

Based on Dowling & Yahnke's 13F filing for Q1 2020, filed 15 May 2020.