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

Goodwin Investment 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 Q3	–	Sell	-20	Closed	-$1.02K	–	228
2022 Q2	$1.02K	Sell	20 -40	-67%	-$2.08K	﹤0.01%	155
2022 Q1	$3K	Sell	60 -215	-78%	-$12.2K	﹤0.01%	181
2021 Q4	$16K	Hold	275	–	–	0.01%	114
2021 Q3	$17K	Sell	275 -1,055	-79%	-$64.1K	0.02%	105
2021 Q2	$81K	Hold	1,330	–	–	0.09%	48
2021 Q1	$78K	Hold	1,330	–	–	0.09%	44
2020 Q4	$82K	Buy	+1,330	New	+$81.4K	0.1%	38

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Goodwin Investment Advisory's IGIB Position: Q3 2022 in Review

Goodwin Investment Advisory sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2022, closing a stake of 20 shares — an estimated $1.02K sold.

Goodwin Investment Advisory first reported a position in IGIB in Q4 2020 and held it in 7 quarters. The position peaked at $82K in Q4 2020. 486 funds tracked by Wall St. Rank hold IGIB as of Q3 2022.

Goodwin Investment Advisory reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Goodwin Investment Advisory sold 20 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $1.02K.
Goodwin Investment Advisory first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 7 quarters.
Goodwin Investment Advisory's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $82K in Q4 2020.
486 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Goodwin Investment Advisory's 13F filing for Q3 2022, filed 14 Nov 2022.