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Garrett Wealth Advisory Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Garrett Wealth Advisory 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
2019
Q4 		– Sell
-46
Closed -$2.66K – 324
2019
Q3 		$2.66K Buy
+46
New +$2.64K ﹤0.01% 481

Other funds holding IGIB

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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

Garrett Wealth Advisory Group's IGIB Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2019, closing a stake of 46 shares — an estimated $2.66K sold.

Garrett Wealth Advisory Group first reported a position in IGIB in Q3 2019 and held it in 1 quarter. The position peaked at $2.66K in Q3 2019. 506 funds tracked by Wall St. Rank hold IGIB as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 46 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2019, an estimated $2.66K.
  • Garrett Wealth Advisory Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $2.66K in Q3 2019.
  • 506 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.