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

Financial Partners Capital 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
2022 Q4	$491K	Sell	9,916 -22,895	-70%	-$1.12M	0.11%	95
2022 Q3	$1.58M	Buy	32,811 +60	+0.2%	+$3.07K	0.37%	64
2022 Q2	$1.67M	Sell	32,751 -10,090	-24%	-$526K	0.36%	67
2022 Q1	$2.35M	Buy	42,841 +35	+0.1%	+$1.98K	0.44%	58
2021 Q4	$2.54M	Buy	42,806 +2,990	+8%	+$178K	0.45%	51
2021 Q3	$2.39M	Sell	39,816 -294	-0.7%	-$17.9K	0.44%	49
2021 Q2	$2.43M	Buy	40,110 +505	+1%	+$30.2K	0.45%	49
2021 Q1	$2.35M	Buy	39,605 +23,060	+139%	+$1.39M	0.47%	47
2020 Q4	$1.02M	Buy	16,545 +650	+4%	+$39.8K	0.23%	58
2020 Q3	$967K	Buy	15,895 +1,410	+10%	+$86K	0.26%	51
2020 Q2	$875K	Buy	+14,485	New	+$844K	0.25%	53

Other funds holding IGIB

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Partners Capital Management's IGIB Position: Q4 2022 in Review

Financial Partners Capital Management reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 70% in Q4 2022, selling an estimated $1.12M and leaving 9,916 shares worth $491K. The position accounts for 0.11% of the portfolio, ranked #95.

Financial Partners Capital Management first reported a position in IGIB in Q2 2020 and has held it in 11 quarters since. The position peaked at $2.54M in Q4 2021. 506 funds tracked by Wall St. Rank hold IGIB as of Q4 2022.

Financial Partners Capital Management held 9,916 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $491K as of Q4 2022.
Financial Partners Capital Management sold 22,895 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $1.12M.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.11% of Financial Partners Capital Management's portfolio in Q4 2022, its #95 holding.
Financial Partners Capital Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 11 quarters since.
Financial Partners Capital Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $2.54M in Q4 2021.
506 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.