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

Ellis Investment 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
2020
Q1 		– Sell
-2,567
Closed -$149K – 739
2019
Q4 		$149K Buy
+2,567
New +$149K 0.05% 182

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UCFA
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AC
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UBS Group
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Wells Fargo
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Bank of America
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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

Ellis Investment Partners's IGIB Position: Q1 2020 in Review

Ellis Investment Partners sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2020, closing a stake of 2,567 shares — an estimated $149K sold.

Ellis Investment Partners first reported a position in IGIB in Q4 2019 and held it in 1 quarter. The position peaked at $149K in Q4 2019. 491 funds tracked by Wall St. Rank hold IGIB as of Q1 2020.

  • Ellis Investment Partners reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Ellis Investment Partners sold 2,567 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $149K.
  • Ellis Investment Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 1 quarter.
  • Ellis Investment Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $149K 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 Ellis Investment Partners's 13F filing for Q1 2020, filed 17 Apr 2020.