Graves Light Lenhart Wealth’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Graves Light Lenhart Wealth’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	-123	Closed	-$6K	–	349
2022 Q2	$6K	Sell	123 -82	-40%	-$4.28K	﹤0.01%	525
2022 Q1	$11K	Hold	205	–	–	﹤0.01%	522
2021 Q4	$12K	Hold	205	–	–	﹤0.01%	586
2021 Q3	$12K	Hold	205	–	–	﹤0.01%	544
2021 Q2	$12K	Hold	205	–	–	﹤0.01%	541
2021 Q1	$12K	Hold	205	–	–	﹤0.01%	550
2020 Q4	$13K	Buy	+205	New	+$12.5K	﹤0.01%	532

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

Graves Light Lenhart Wealth's IGIB Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2022, closing a stake of 123 shares — an estimated $6K sold.

Graves Light Lenhart Wealth first reported a position in IGIB in Q4 2020 and held it in 7 quarters. The position peaked at $13K in Q4 2020. 486 funds tracked by Wall St. Rank hold IGIB as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 123 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $6K.
Graves Light Lenhart Wealth first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $13K 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 Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.