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

Fund Evaluation 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
2022
Q1 		– Sell
-26,102
Closed -$1.55M – 40
2021
Q4 		$1.55M Buy
+26,102
New +$1.55M 0.17% 20
2018
Q2 		– Sell
-310,132
Closed -$16.6M – 88
2018
Q1 		$16.6M Buy
310,132
+4,022
+1% +$217K 1.85% 7
2017
Q4 		$16.7M Buy
306,110
+3,700
+1% +$203K 1.8% 7
2017
Q3 		$16.7M Sell
302,410
-31,432
-9% -$1.73M 2.67% 7
2017
Q2 		$18.3M Sell
333,842
-130,394
-28% -$7.15M 2.47% 8
2017
Q1 		$25.3M Sell
464,236
-3,434
-0.7% -$186K 3.32% 7
2016
Q4 		$25.3M Sell
467,670
-14,258
-3% -$779K 3.34% 7
2016
Q3 		$26.8M Buy
481,928
+59,120
+14% +$3.29M 4.19% 6
2016
Q2 		$23.5M Buy
422,808
+307,128
+265% +$16.9M 3.83% 6
2016
Q1 		$6.34M Buy
115,680
+37,360
+48% +$2.02M 1.06% 10
2015
Q4 		$4.25M Sell
78,320
-870,684
-92% -$47.1M 0.94% 8
2015
Q3 		$58.5M Buy
949,004
+442,746
+87% +$24M 12.37% 5
2015
Q2 		$27.6M Buy
+506,258
New +$27.8M 5.24% 6

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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fund Evaluation Group's IGIB Position: Q1 2022 in Review

Fund Evaluation Group sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2022, closing a stake of 26,102 shares — an estimated $1.55M sold.

Fund Evaluation Group first reported a position in IGIB in Q2 2015 and held it in 13 quarters. The position peaked at $58.5M in Q3 2015. 549 funds tracked by Wall St. Rank hold IGIB as of Q1 2022.

  • Fund Evaluation Group reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Fund Evaluation Group sold 26,102 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $1.55M.
  • Fund Evaluation Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2015 and held it in 13 quarters.
  • Fund Evaluation Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $58.5M in Q3 2015.
  • 549 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Fund Evaluation Group's 13F filing for Q1 2022, filed 12 May 2022.