FM
IGIB icon

Foster & Motley’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Foster & Motley’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
Q2 		– Sell
-8,179
Closed -$449K – 360
2022
Q1 		$449K Hold
8,179
– – 0.04% 270
2021
Q4 		$485K Buy
8,179
+860
+12% +$51.2K 0.04% 253
2021
Q3 		$440K Sell
7,319
-3,247
-31% -$197K 0.04% 249
2021
Q2 		$639K Buy
+10,566
New +$633K 0.05% 212
2019
Q4 		– Sell
-3,892
Closed -$225K – 260
2019
Q3 		$225K Hold
3,892
– – 0.03% 240
2019
Q2 		$222K Buy
3,892
+100
+3% +$5.55K 0.03% 234
2019
Q1 		$209K Sell
3,792
-80
-2% -$4.3K 0.03% 233
2018
Q4 		$203K Hold
3,872
– – 0.03% 225
2018
Q3 		$206K Sell
3,872
-460
-11% -$24.5K 0.03% 232
2018
Q2 		$230K Sell
4,332
-654
-13% -$34.8K 0.04% 219
2018
Q1 		$267K Buy
4,986
+446
+10% +$24K 0.04% 197
2017
Q4 		$248K Sell
4,540
-136
-3% -$7.45K 0.04% 204
2017
Q3 		$258K Hold
4,676
– – 0.04% 188
2017
Q2 		$257K Buy
4,676
+2
+0% +$110 0.05% 180
2017
Q1 		$255K Sell
4,674
-1,388
-23% -$75.4K 0.05% 162
2016
Q4 		$328K Sell
6,062
-482
-7% -$26.3K 0.06% 153
2016
Q3 		$364K Sell
6,544
-1,756
-21% -$97.8K 0.07% 142
2016
Q2 		$462K Sell
8,300
-19,092
-70% -$1.05M 0.09% 131
2016
Q1 		$1.5M Sell
27,392
-70,880
-72% -$3.83M 0.3% 87
2015
Q4 		$5.27M Sell
98,272
-3,558
-3% -$193K 1.12% 31
2015
Q3 		$5.53M Sell
101,830
-14,694
-13% -$797K 1.26% 25
2015
Q2 		$6.34M Sell
116,524
-1,656
-1% -$90.9K 1.39% 20
2015
Q1 		$6.54M Sell
118,180
-15,266
-11% -$842K 1.44% 20
2014
Q4 		$7.29M Sell
133,446
-10,896
-8% -$597K 1.65% 17
2014
Q3 		$7.89M Sell
144,342
-31,200
-18% -$1.71M 1.83% 14
2014
Q2 		$9.67M Buy
175,542
+6,976
+4% +$383K 2.23% 7
2014
Q1 		$9.19M Buy
168,566
+14,696
+10% +$800K 2.26% 7
2013
Q4 		$8.3M Buy
153,870
+24,658
+19% +$1.33M 2.09% 10
2013
Q3 		$6.97M Buy
129,212
+19,512
+18% +$1.05M 1.86% 13
2013
Q2 		$5.91M Buy
+109,700
New +$6.05M 1.64% 18

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

Foster & Motley's IGIB Position: Q2 2022 in Review

Foster & Motley sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2022, closing a stake of 8,179 shares — an estimated $449K sold.

Foster & Motley first reported a position in IGIB in Q2 2013 and held it in 30 quarters. The position peaked at $9.67M in Q2 2014. 520 funds tracked by Wall St. Rank hold IGIB as of Q2 2022.

  • Foster & Motley reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Foster & Motley sold 8,179 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $449K.
  • Foster & Motley first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2013 and held it in 30 quarters.
  • Foster & Motley's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $9.67M in Q2 2014.
  • 520 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Foster & Motley's 13F filing for Q2 2022, filed 9 Aug 2022.