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

Family 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 Q1	–	Sell	-73,034	Closed	-$3.62M	–	158
2022 Q4	$3.62M	Buy	73,034 +4,651	+7%	+$228K	0.88%	30
2022 Q3	$3.3M	Buy	68,383 +21,324	+45%	+$1.09M	0.85%	30
2022 Q2	$2.4M	Buy	47,059 +24,664	+110%	+$1.29M	0.65%	48
2022 Q1	$1.23M	Buy	22,395 +15,538	+227%	+$881K	0.34%	56
2021 Q4	$406K	Hold	6,857	–	–	0.11%	119
2021 Q3	$412K	Sell	6,857 -35,528	-84%	-$2.16M	0.11%	119
2021 Q2	$2.56M	Sell	42,385 -3,232	-7%	-$193K	0.68%	42
2021 Q1	$2.7M	Sell	45,617 -8,497	-16%	-$514K	0.85%	37
2020 Q4	$3.34M	Sell	54,114 -51,089	-49%	-$3.13M	1.15%	33
2020 Q3	$6.4M	Sell	105,203 -112,177	-52%	-$6.84M	2.81%	7
2020 Q2	$13.1M	Buy	217,380 +34,068	+19%	+$1.98M	5.34%	2
2020 Q1	$10.1M	Buy	+183,312	New	+$10.6M	5.03%	3
2019 Q4	–	Sell	-3,906	Closed	-$226K	–	197
2019 Q3	$226K	Hold	3,906	–	–	0.08%	125
2019 Q2	$222K	Hold	3,906	–	–	0.09%	119
2019 Q1	$215K	Buy	+3,906	New	+$210K	0.09%	117

Other funds holding IGIB

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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 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

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

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

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

Family Management's IGIB Position: Q1 2023 in Review

Family Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2023, closing a stake of 73,034 shares — an estimated $3.62M sold.

Family Management first reported a position in IGIB in Q1 2019 and held it in 15 quarters. The position peaked at $13.1M in Q2 2020. 501 funds tracked by Wall St. Rank hold IGIB as of Q1 2023.

Family Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Family Management sold 73,034 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $3.62M.
Family Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2019 and held it in 15 quarters.
Family Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $13.1M in Q2 2020.
501 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Family Management's 13F filing for Q1 2023, filed 15 May 2023.