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

ERTS Wealth Advisors’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 		– Sell
-6,957
Closed -$357K – 94
2023
Q1 		$357K Sell
6,957
-119,477
-94% -$6.05M 0.09% 61
2022
Q4 		$6.26M Buy
+126,434
New +$6.2M 1.62% 15
2019
Q1 		– Sell
-1,935
Closed -$101K – 188
2018
Q4 		$101K Buy
+1,935
New +$101K 0.07% 120

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

ERTS Wealth Advisors's IGIB Position: Q2 2023 in Review

ERTS Wealth Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2023, closing a stake of 6,957 shares — an estimated $357K sold.

ERTS Wealth Advisors first reported a position in IGIB in Q4 2018 and held it in 3 quarters. The position peaked at $6.26M in Q4 2022. 525 funds tracked by Wall St. Rank hold IGIB as of Q2 2023.

  • ERTS Wealth Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • ERTS Wealth Advisors sold 6,957 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $357K.
  • ERTS Wealth Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2018 and held it in 3 quarters.
  • ERTS Wealth Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $6.26M in Q4 2022.
  • 525 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2023.

Based on ERTS Wealth Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.