FormulaFolio Investments’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

FormulaFolio Investments’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
2021 Q2	$9.26M	Sell	152,996 -5,188	-3%	-$311K	3.09%	8
2021 Q1	$9.44M	Sell	158,184 -1,229,705	-89%	-$74.4M	3.07%	8
2020 Q4	$85.8M	Sell	1,387,889 -200,710	-13%	-$12.3M	1.8%	10
2020 Q3	$96.6M	Sell	1,588,599 -647,375	-29%	-$39.5M	3.72%	6
2020 Q2	$135M	Sell	2,235,974 -238,774	-10%	-$13.9M	5.5%	5
2020 Q1	$136M	Buy	2,474,748 +2,310,900	+1,410%	+$133M	7.27%	3
2019 Q4	$9.5M	Buy	+163,848	New	+$9.49M	0.34%	47

Other funds holding IGIB

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

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

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

UCFA

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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

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

MYLI

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FormulaFolio Investments's IGIB Position: Q2 2021 in Review

FormulaFolio Investments reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 3.3% in Q2 2021, selling an estimated $311K and leaving 152,996 shares worth $9.26M. The position accounts for 3.09% of the portfolio, ranked #8.

FormulaFolio Investments first reported a position in IGIB in Q4 2019 and has held it in 7 quarters since. The position peaked at $136M in Q1 2020. 544 funds tracked by Wall St. Rank hold IGIB as of Q2 2021.

FormulaFolio Investments held 152,996 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $9.26M as of Q2 2021.
FormulaFolio Investments sold 5,188 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $311K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 3.09% of FormulaFolio Investments's portfolio in Q2 2021, its #8 holding.
FormulaFolio Investments first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 7 quarters since.
FormulaFolio Investments's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $136M in Q1 2020.
544 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.