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

First Capital Advisors 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
2023
Q2 		$1.76M Buy
34,807
+2,300
+7% +$117K 0.92% 28
2023
Q1 		$1.67M Buy
+32,507
New +$1.65M 1.07% 29
2018
Q2 		– Sell
-1,846
Closed -$99K – 442
2018
Q1 		$99K Buy
+1,846
New +$99.4K 0.06% 212

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

First Capital Advisors Group's IGIB Position: Q2 2023 in Review

First Capital Advisors Group increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 7.1% in Q2 2023, buying an estimated $117K and bringing the position to 34,807 shares worth $1.76M. The position accounts for 0.92% of the portfolio, ranked #28.

First Capital Advisors Group first reported a position in IGIB in Q1 2018 and has held it in 3 quarters since. 525 funds tracked by Wall St. Rank hold IGIB as of Q2 2023.

  • First Capital Advisors Group held 34,807 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $1.76M as of Q2 2023.
  • First Capital Advisors Group bought 2,300 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $117K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.92% of First Capital Advisors Group's portfolio in Q2 2023, its #28 holding.
  • First Capital Advisors Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2018 and has held it in 3 quarters since.
  • 525 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.