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

Estate Counselors’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
Q1 		– Sell
-188,550
Closed -$9.88M – 67
2018
Q4 		$9.88M Sell
188,550
-3,120
-2% -$163K 2% 19
2018
Q3 		$10.2M Buy
191,670
+165,030
+619% +$8.78M 1.84% 22
2018
Q2 		$1.42M Buy
26,640
+4,540
+21% +$241K 0.27% 49
2018
Q1 		$1.19M Buy
22,100
+1,040
+5% +$56K 0.22% 52
2017
Q4 		$1.15M Sell
21,060
-7,760
-27% -$425K 0.23% 48
2017
Q3 		$1.59M Sell
28,820
-23,200
-45% -$1.28M 0.32% 43
2017
Q2 		$2.85M Buy
52,020
+15,920
+44% +$873K 0.65% 41
2017
Q1 		$1.97M Sell
36,100
-37,540
-51% -$2.04M 0.51% 44
2016
Q4 		$3.98M Sell
73,640
-14,640
-17% -$800K 1.1% 36
2016
Q3 		$4.92M Buy
88,280
+1,190
+1% +$66.3K 1.91% 23
2016
Q2 		$4.84M Sell
87,090
-5,420
-6% -$298K 1.93% 24
2016
Q1 		$5.07M Sell
92,510
-198,140
-68% -$10.7M 2.24% 15
2015
Q4 		$15.6M Buy
290,650
+17,500
+6% +$947K 6.36% 1
2015
Q3 		$14.8M Sell
273,150
-9,380
-3% -$509K 5.97% 1
2015
Q2 		$15.4M Sell
282,530
-100
-0% -$5.49K 5.34% 5
2015
Q1 		$15.6M Buy
282,630
+17,600
+7% +$970K 5.56% 4
2014
Q4 		$14.5M Buy
265,030
+19,520
+8% +$1.07M 5.12% 5
2014
Q3 		$13.4M Buy
245,510
+2,640
+1% +$145K 5.17% 5
2014
Q2 		$13.4M Sell
242,870
-1,580
-0.6% -$86.6K 5.11% 5
2014
Q1 		$13.3M Buy
244,450
+51,940
+27% +$2.83M 5.35% 4
2013
Q4 		$10.4M Buy
192,510
+59,220
+44% +$3.21M 4.61% 10
2013
Q3 		$7.19M Buy
133,290
+17,160
+15% +$922K 3.33% 13
2013
Q2 		$6.25M Buy
+116,130
New +$6.41M 3.16% 13

Other funds holding IGIB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Estate Counselors's IGIB Position: Q1 2019 in Review

Estate Counselors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2019, closing a stake of 188,550 shares — an estimated $9.88M sold.

Estate Counselors first reported a position in IGIB in Q2 2013 and held it in 23 quarters. The position peaked at $15.6M in Q1 2015. 395 funds tracked by Wall St. Rank hold IGIB as of Q1 2019.

  • Estate Counselors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Estate Counselors sold 188,550 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2019, an estimated $9.88M.
  • Estate Counselors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2013 and held it in 23 quarters.
  • Estate Counselors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $15.6M in Q1 2015.
  • 395 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2019.

Based on Estate Counselors's 13F filing for Q1 2019, filed 1 May 2019.