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

Halpern Financial’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 		– Sell
-212
Closed -$11.6K – 184
2020
Q1 		$11.6K Hold
212
– – 0.01% 79
2019
Q4 		$12.3K Buy
+212
New +$12.3K 0.01% 106

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

Halpern Financial's IGIB Position: Q2 2020 in Review

Halpern Financial sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2020, closing a stake of 212 shares — an estimated $11.6K sold.

Halpern Financial first reported a position in IGIB in Q4 2019 and held it in 2 quarters. The position peaked at $12.3K in Q4 2019. 487 funds tracked by Wall St. Rank hold IGIB as of Q2 2020.

  • Halpern Financial reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Halpern Financial sold 212 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2020, an estimated $11.6K.
  • Halpern Financial first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 2 quarters.
  • Halpern Financial's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $12.3K 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 Halpern Financial's 13F filing for Q2 2020, filed 21 Sep 2023.