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

Financial Life 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
Q4 		– Sell
-4,423
Closed -$215K – 59
2023
Q3 		$215K Sell
4,423
-9,704
-69% -$483K 0.09% 53
2023
Q2 		$714K Sell
14,127
-84,368
-86% -$4.29M 0.3% 34
2023
Q1 		$5.05M Sell
98,495
-24,569
-20% -$1.24M 2.17% 15
2022
Q4 		$6.09M Sell
123,064
-404,369
-77% -$19.8M 2.81% 10
2022
Q3 		$25.5M Sell
527,433
-90,757
-15% -$4.64M 12.76% 1
2022
Q2 		$31.6M Buy
618,190
+31,186
+5% +$1.63M 14.79% 1
2022
Q1 		$32.2M Sell
587,004
-7,268
-1% -$412K 13.35% 1
2021
Q4 		$35.2M Buy
594,272
+26,301
+5% +$1.57M 13.87% 1
2021
Q3 		$34.1M Buy
567,971
+32,551
+6% +$1.98M 14.27% 1
2021
Q2 		$32.4M Buy
535,420
+27,784
+5% +$1.66M 13.96% 1
2021
Q1 		$30.1M Buy
507,636
+17,612
+4% +$1.07M 14% 1
2020
Q4 		$30.3M Buy
490,024
+4,350
+0.9% +$266K 15.67% 1
2020
Q3 		$29.5M Buy
485,674
+6,417
+1% +$391K 15.47% 1
2020
Q2 		$28.9M Buy
479,257
+29,078
+6% +$1.69M 17.11% 1
2020
Q1 		$24.7M Buy
450,179
+46,218
+11% +$2.67M 16.94% 1
2019
Q4 		$23.4M Buy
403,961
+16,768
+4% +$971K 14.21% 1
2019
Q3 		$22.4M Buy
387,193
+21,570
+6% +$1.24M 14.2% 1
2019
Q2 		$20.8M Buy
365,623
+8,454
+2% +$469K 13.8% 1
2019
Q1 		$19.7M Buy
357,169
+64,516
+22% +$3.47M 13.55% 1
2018
Q4 		$15.3M Buy
292,653
+19,122
+7% +$1M 11.87% 1
2018
Q3 		$14.5M Buy
273,531
+32,559
+14% +$1.73M 10.65% 1
2018
Q2 		$12.8M Buy
240,972
+47,206
+24% +$2.51M 10.51% 1
2018
Q1 		$10.4M Buy
193,766
+31,588
+19% +$1.7M 9.49% 1
2017
Q4 		$8.86M Buy
+162,178
New +$8.89M 7.16% 4

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Life Advisors's IGIB Position: Q4 2023 in Review

Financial Life Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2023, closing a stake of 4,423 shares — an estimated $215K sold.

Financial Life Advisors first reported a position in IGIB in Q4 2017 and held it in 24 quarters. The position peaked at $35.2M in Q4 2021. 552 funds tracked by Wall St. Rank hold IGIB as of Q4 2023.

  • Financial Life Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Financial Life Advisors sold 4,423 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $215K.
  • Financial Life Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2017 and held it in 24 quarters.
  • Financial Life Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $35.2M in Q4 2021.
  • 552 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Financial Life Advisors's 13F filing for Q4 2023, filed 19 Mar 2024.