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

Endurance 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
2023 Q2	$469K	Sell	9,271 -25	-0.3%	-$1.27K	0.06%	129
2023 Q1	$477K	Hold	9,296	–	–	0.07%	128
2022 Q4	$460K	Buy	9,296 +100	+1%	+$4.9K	0.07%	124
2022 Q3	$444K	Sell	9,196 -40	-0.4%	-$2.04K	0.07%	124
2022 Q2	$472K	Hold	9,236	–	–	0.07%	126
2022 Q1	$507K	Sell	9,236 -40	-0.4%	-$2.27K	0.07%	132
2021 Q4	$550K	Buy	9,276 +425	+5%	+$25.3K	0.06%	139
2021 Q3	$532K	Buy	8,851 +251	+3%	+$15.2K	0.06%	142
2021 Q2	$520K	Buy	8,600 +1,089	+14%	+$65.2K	0.06%	146
2021 Q1	$445K	Buy	7,511 +201	+3%	+$12.2K	0.05%	153
2020 Q4	$452K	Sell	7,310 -50	-0.7%	-$3.06K	0.06%	147
2020 Q3	$448K	Buy	7,360 +224	+3%	+$13.7K	0.07%	136
2020 Q2	$431K	Buy	7,136 +616	+9%	+$35.9K	0.07%	137
2020 Q1	$358K	Buy	6,520 +185	+3%	+$10.7K	0.07%	138
2019 Q4	$367K	Buy	6,335 +950	+18%	+$55K	0.06%	146
2019 Q3	$312K	Buy	5,385 +459	+9%	+$26.4K	0.05%	152
2019 Q2	$281K	Buy	4,926 +2,801	+132%	+$155K	0.04%	156
2019 Q1	$117K	Buy	+2,125	New	+$114K	0.02%	201
2018 Q3	–	Sell	-180	Closed	-$10K	–	484
2018 Q2	$10K	Hold	180	–	–	﹤0.01%	401
2018 Q1	$10K	Hold	180	–	–	﹤0.01%	428
2017 Q4	$10K	Hold	180	–	–	﹤0.01%	416
2017 Q3	$10K	Hold	180	–	–	﹤0.01%	406
2017 Q2	$10K	Sell	180 -90	-33%	-$4.93K	﹤0.01%	411
2017 Q1	$15K	Buy	270 +90	+50%	+$4.89K	﹤0.01%	381
2016 Q4	$10K	Buy	+180	New	+$9.84K	﹤0.01%	390

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Endurance Wealth Management's IGIB Position: Q2 2023 in Review

Endurance Wealth Management reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 0.27% in Q2 2023, selling an estimated $1.27K and leaving 9,271 shares worth $469K. The position accounts for 0.06% of the portfolio, ranked #129.

Endurance Wealth Management first reported a position in IGIB in Q4 2016 and has held it in 25 quarters since. The position peaked at $550K in Q4 2021. 524 funds tracked by Wall St. Rank hold IGIB as of Q2 2023.

Endurance Wealth Management held 9,271 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $469K as of Q2 2023.
Endurance Wealth Management sold 25 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $1.27K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.06% of Endurance Wealth Management's portfolio in Q2 2023, its #129 holding.
Endurance Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2016 and has held it in 25 quarters since.
Endurance Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $550K in Q4 2021.
524 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.