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Gladstone Institutional Advisory’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Gladstone Institutional Advisory’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
Q4 		– Sell
-5,103
Closed -$246K – 667
2022
Q3 		$246K Sell
5,103
-314
-6% -$16.1K 0.02% 541
2022
Q2 		$277K Sell
5,417
-1,585
-23% -$82.6K 0.02% 529
2022
Q1 		$384K Sell
7,002
-1,998
-22% -$113K 0.03% 488
2021
Q4 		$533K Buy
9,000
+414
+5% +$24.6K 0.04% 369
2021
Q3 		$516K Sell
8,586
-661
-7% -$40.1K 0.05% 313
2021
Q2 		$560K Sell
9,247
-2,453
-21% -$147K 0.07% 275
2021
Q1 		$693K Buy
11,700
+6,857
+142% +$415K 0.11% 190
2020
Q4 		$299K Sell
4,843
-300
-6% -$18.4K 0.06% 229
2020
Q3 		$313K Sell
5,143
-27,478
-84% -$1.68M 0.07% 203
2020
Q2 		$1.97M Buy
32,621
+2,016
+7% +$117K 0.5% 45
2020
Q1 		$1.68M Buy
30,605
+26,440
+635% +$1.53M 0.43% 52
2019
Q4 		$241K Sell
4,165
-6
-0.1% -$347 0.06% 227
2019
Q3 		$242K Hold
4,171
– – 0.06% 241
2019
Q2 		$238K Sell
4,171
-223
-5% -$12.4K 0.07% 231
2019
Q1 		$242K Sell
4,394
-768
-15% -$41.3K 0.09% 182
2018
Q4 		$271K Buy
+5,162
New +$270K 0.16% 135

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gladstone Institutional Advisory's IGIB Position: Q4 2022 in Review

Gladstone Institutional Advisory sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2022, closing a stake of 5,103 shares — an estimated $246K sold.

Gladstone Institutional Advisory first reported a position in IGIB in Q4 2018 and held it in 16 quarters. The position peaked at $1.97M in Q2 2020. 505 funds tracked by Wall St. Rank hold IGIB as of Q4 2022.

  • Gladstone Institutional Advisory reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 5,103 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $246K.
  • Gladstone Institutional Advisory first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2018 and held it in 16 quarters.
  • Gladstone Institutional Advisory's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.97M in Q2 2020.
  • 505 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2022, filed 1 Feb 2023.