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Doyle Wealth Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Doyle Wealth Management’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
2019
Q3 		– Sell
-250
Closed -$14K – 443
2019
Q2 		$14K Buy
+250
New +$13.9K ﹤0.01% 570
2019
Q1 		– Sell
-590
Closed -$31K – 428
2018
Q4 		$31K Buy
+590
New +$30.9K 0.01% 446

Other funds holding IGIB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Doyle Wealth Management's IGIB Position: Q3 2019 in Review

Doyle Wealth Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2019, closing a stake of 250 shares — an estimated $14K sold.

Doyle Wealth Management first reported a position in IGIB in Q4 2018 and held it in 2 quarters. The position peaked at $31K in Q4 2018. 428 funds tracked by Wall St. Rank hold IGIB as of Q3 2019.

  • Doyle Wealth Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 250 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2019, an estimated $14K.
  • Doyle Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $31K in Q4 2018.
  • 428 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.