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

Ellevest Inc’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
2021
Q1 		– Sell
-1,500
Closed -$93K – 1294
2020
Q4 		$93K Buy
+1,500
New +$91.8K 0.01% 323

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FRBONY
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DILIC
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UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AC
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MYLI
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Ellevest Inc's IGIB Position: Q1 2021 in Review

Ellevest Inc sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2021, closing a stake of 1,500 shares — an estimated $93K sold.

Ellevest Inc first reported a position in IGIB in Q4 2020 and held it in 1 quarter. The position peaked at $93K in Q4 2020. 532 funds tracked by Wall St. Rank hold IGIB as of Q1 2021.

  • Ellevest Inc reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Ellevest Inc sold 1,500 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $93K.
  • Ellevest Inc first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Ellevest Inc's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $93K in Q4 2020.
  • 532 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2021.

Based on Ellevest Inc's 13F filing for Q1 2021, filed 3 May 2021.