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

GoalVest 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
2023 Q2	–	Sell	-1	Closed	-$51	–	386
2023 Q1	$51	Hold	1	–	–	﹤0.01%	252
2022 Q4	$50	Hold	1	–	–	﹤0.01%	245
2022 Q3	$0	Hold	1	–	–	﹤0.01%	283
2022 Q2	$0	Buy	+1	New	+$52	﹤0.01%	415
2021 Q1	–	Sell	-137	Closed	-$8K	–	195
2020 Q4	$8K	Buy	+137	New	+$8.38K	0.01%	172

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

GoalVest Advisory's IGIB Position: Q2 2023 in Review

GoalVest Advisory sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2023, closing a stake of 1 share — an estimated $51 sold.

GoalVest Advisory first reported a position in IGIB in Q4 2020 and held it in 5 quarters. The position peaked at $8K in Q4 2020. 525 funds tracked by Wall St. Rank hold IGIB as of Q2 2023.

GoalVest Advisory reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
GoalVest Advisory sold 1 iShares 5-10 Year Investment Grade Corporate Bond ETF share in Q2 2023, an estimated $51.
GoalVest Advisory first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 5 quarters.
GoalVest Advisory's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $8K in Q4 2020.
525 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2023.

Based on GoalVest Advisory's 13F filing for Q2 2023, filed 10 Jul 2023.