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

HawsGoodwin Investment Management’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
2021 Q4	$887K	Hold	14,972	–	–	0.26%	73
2021 Q3	$899K	Sell	14,972 -350	-2%	-$21.3K	0.27%	74
2021 Q2	$927K	Hold	15,322	–	–	0.29%	72
2021 Q1	$908K	Sell	15,322 -13	-0.1%	-$786	0.29%	72
2020 Q4	$948K	Hold	15,335	–	–	0.3%	67
2020 Q3	$933K	Sell	15,335 -4,840	-24%	-$295K	0.33%	65
2020 Q2	$1.22M	Sell	20,175 -124,055	-86%	-$7.23M	0.48%	47
2020 Q1	$7.92M	Buy	144,230 +69,521	+93%	+$4.01M	3.99%	4
2019 Q4	$4.33M	Buy	+74,709	New	+$4.32M	2.26%	13

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

UCFA

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HawsGoodwin Investment Management's IGIB Position: Q4 2021 in Review

HawsGoodwin Investment Management held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q4 2021 at 14,972 shares worth $887K. The position accounts for 0.26% of the portfolio, ranked #73.

HawsGoodwin Investment Management first reported a position in IGIB in Q4 2019 and has held it in 9 quarters since. The position peaked at $7.92M in Q1 2020. 550 funds tracked by Wall St. Rank hold IGIB as of Q4 2021.

HawsGoodwin Investment Management held 14,972 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $887K as of Q4 2021.
HawsGoodwin Investment Management left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q4 2021.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.26% of HawsGoodwin Investment Management's portfolio in Q4 2021, its #73 holding.
HawsGoodwin Investment Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 9 quarters since.
HawsGoodwin Investment Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $7.92M in Q1 2020.
550 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2021.

Based on HawsGoodwin Investment Management's 13F filing for Q4 2021, filed 9 Feb 2022.