GFPC
IGIB icon

Global Financial Private Capital’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Global Financial Private Capital’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
2020
Q2 		$4.13M Sell
68,362
-413,744
-86% -$24.1M 0.26% 101
2020
Q1 		$26.5M Sell
482,106
-60,585
-11% -$3.5M 1.68% 12
2019
Q4 		$31.5M Buy
542,691
+64,290
+13% +$3.72M 1.58% 14
2019
Q3 		$27.7M Buy
478,401
+7,962
+2% +$458K 1.4% 17
2019
Q2 		$26.8M Buy
470,439
+320,784
+214% +$17.8M 1.29% 17
2019
Q1 		$8.25M Buy
149,655
+15,836
+12% +$851K 0.39% 74
2018
Q4 		$7.01M Sell
133,819
-10,302
-7% -$539K 0.38% 76
2018
Q3 		$7.65M Sell
144,121
-19,185
-12% -$1.02M 0.28% 88
2018
Q2 		$8.68M Buy
163,306
+44,164
+37% +$2.35M 0.29% 84
2018
Q1 		$6.39M Buy
119,142
+25,792
+28% +$1.39M 0.22% 90
2017
Q4 		$5.1M Buy
93,350
+56,972
+157% +$3.12M 0.17% 94
2017
Q3 		$2M Buy
36,378
+8,510
+31% +$469K 0.07% 174
2017
Q2 		$1.53M Sell
27,868
-970
-3% -$53.2K 0.07% 140
2017
Q1 		$1.57M Buy
+28,838
New +$1.57M 0.08% 130

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Global Financial Private Capital's IGIB Position: Q2 2020 in Review

Global Financial Private Capital reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 86% in Q2 2020, selling an estimated $24.1M and leaving 68,362 shares worth $4.13M. The position accounts for 0.26% of the portfolio, ranked #101.

Global Financial Private Capital first reported a position in IGIB in Q1 2017 and has held it in 14 quarters since. The position peaked at $31.5M in Q4 2019. 487 funds tracked by Wall St. Rank hold IGIB as of Q2 2020.

  • Global Financial Private Capital held 68,362 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $4.13M as of Q2 2020.
  • Global Financial Private Capital sold 413,744 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2020, an estimated $24.1M.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.26% of Global Financial Private Capital's portfolio in Q2 2020, its #101 holding.
  • Global Financial Private Capital first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2017 and has held it in 14 quarters since.
  • Global Financial Private Capital's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $31.5M in Q4 2019.
  • 487 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.