FCA
IGIB icon

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

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MYLI
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Charles Schwab
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UCFA
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AssetMark Inc
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return