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

FLC Capital 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
2022 Q3	–	Sell	-6,669	Closed	-$341K	–	160
2022 Q2	$341K	Hold	6,669	–	–	0.11%	118
2022 Q1	$366K	Hold	6,669	–	–	0.1%	120
2021 Q4	$395K	Hold	6,669	–	–	0.11%	124
2021 Q3	$401K	Hold	6,669	–	–	0.12%	122
2021 Q2	$404K	Sell	6,669 -383	-5%	-$22.9K	0.12%	123
2021 Q1	$418K	Hold	7,052	–	–	0.13%	112
2020 Q4	$436K	Sell	7,052 -721	-9%	-$44.1K	0.14%	102
2020 Q3	$473K	Hold	7,773	–	–	0.17%	97
2020 Q2	$470K	Sell	7,773 -5,039	-39%	-$294K	0.19%	85
2020 Q1	$699K	Buy	+12,812	New	+$740K	0.32%	51

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

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

FLC Capital Advisors's IGIB Position: Q3 2022 in Review

FLC Capital Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2022, closing a stake of 6,669 shares — an estimated $341K sold.

FLC Capital Advisors first reported a position in IGIB in Q1 2020 and held it in 10 quarters. The position peaked at $699K in Q1 2020. 485 funds tracked by Wall St. Rank hold IGIB as of Q3 2022.

FLC Capital Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
FLC Capital Advisors sold 6,669 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $341K.
FLC Capital Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2020 and held it in 10 quarters.
FLC Capital Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $699K in Q1 2020.
485 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on FLC Capital Advisors's 13F filing for Q3 2022, filed 14 Oct 2022.