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

Fiduciary Group’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
2022 Q4	–	Sell	-9,766	Closed	-$480K	–	231
2022 Q3	$480K	Buy	9,766 +230	+2%	+$11.8K	0.06%	156
2022 Q2	$498K	Sell	9,536 -1,700	-15%	-$88.6K	0.06%	155
2022 Q1	$584K	Sell	11,236 -500	-4%	-$28.3K	0.08%	142
2021 Q4	$696K	Hold	11,736	–	–	0.08%	140
2021 Q3	$700K	Hold	11,736	–	–	0.08%	136
2021 Q2	$717K	Hold	11,736	–	–	0.08%	135
2021 Q1	$701K	Hold	11,736	–	–	0.09%	132
2020 Q4	$719K	Hold	11,736	–	–	0.09%	123
2020 Q3	$714K	Hold	11,736	–	–	0.11%	118
2020 Q2	$709K	Hold	11,736	–	–	0.12%	112
2020 Q1	$645K	Hold	11,736	–	–	0.13%	103
2019 Q4	$680K	Hold	11,736	–	–	0.11%	114
2019 Q3	$680K	Hold	11,736	–	–	0.12%	108
2019 Q2	$668K	Hold	11,736	–	–	0.12%	112
2019 Q1	$647K	Buy	+11,736	New	+$631K	0.12%	111

Other funds holding IGIB

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

MYLI

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fiduciary Group's IGIB Position: Q4 2022 in Review

Fiduciary Group sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2022, closing a stake of 9,766 shares — an estimated $480K sold.

Fiduciary Group first reported a position in IGIB in Q1 2019 and held it in 15 quarters. The position peaked at $719K in Q4 2020. 505 funds tracked by Wall St. Rank hold IGIB as of Q4 2022.

Fiduciary Group reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Fiduciary Group sold 9,766 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $480K.
Fiduciary Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2019 and held it in 15 quarters.
Fiduciary Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $719K in Q4 2020.
505 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Fiduciary Group's 13F filing for Q4 2022, filed 7 Feb 2023.