Fullen Financial Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Fullen Financial 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 Q1	$362K	Buy	7,038 +63	+0.9%	+$3.19K	0.2%	49
2022 Q4	$360K	Buy	6,975 +58	+0.8%	+$2.84K	0.2%	49
2022 Q3	$331K	Buy	6,917 +70	+1%	+$3.58K	0.21%	49
2022 Q2	$350K	Sell	6,847 -125	-2%	-$6.52K	0.23%	50
2022 Q1	$383K	Sell	6,972 -57	-0.8%	-$3.23K	0.22%	49
2021 Q4	$417K	Buy	7,029 +42	+0.6%	+$2.5K	0.23%	48
2021 Q3	$415K	Sell	6,987 -8	-0.1%	-$486	0.24%	48
2021 Q2	$423K	Buy	6,995 +39	+0.6%	+$2.33K	0.25%	47
2021 Q1	$412K	Buy	6,956 +27	+0.4%	+$1.63K	0.26%	48
2020 Q4	$428K	Buy	6,929 +30	+0.4%	+$1.83K	0.29%	47
2020 Q3	$419K	Buy	6,899 +5	+0.1%	+$305	0.32%	45
2020 Q2	$416K	Buy	+6,894	New	+$402K	0.35%	45

Other funds holding IGIB

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UCFA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fullen Financial Group's IGIB Position: Q1 2023 in Review

Fullen Financial Group increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 0.9% in Q1 2023, buying an estimated $3.19K and bringing the position to 7,038 shares worth $362K. The position accounts for 0.2% of the portfolio, ranked #49.

Fullen Financial Group first reported a position in IGIB in Q2 2020 and has held it in 12 quarters since. The position peaked at $428K in Q4 2020. 502 funds tracked by Wall St. Rank hold IGIB as of Q1 2023.

Fullen Financial Group held 7,038 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $362K as of Q1 2023.
Fullen Financial Group bought 63 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $3.19K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.2% of Fullen Financial Group's portfolio in Q1 2023, its #49 holding.
Fullen Financial Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 12 quarters since.
Fullen Financial Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $428K in Q4 2020.
502 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Fullen Financial Group's 13F filing for Q1 2023, filed 30 May 2023.