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

Hayden Royal’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	$165K	Buy	+2,788	New	+$166K	0.39%	94
2021 Q3	–	Sell	-3,358	Closed	-$203K	–	139
2021 Q2	$203K	Buy	+3,358	New	+$201K	0.11%	189
2020 Q4	–	Sell	-4,694	Closed	-$285K	–	510
2020 Q3	$285K	Buy	4,694 +90	+2%	+$5.49K	0.15%	150
2020 Q2	$278K	Sell	4,604 -1,512	-25%	-$88.1K	0.16%	120
2020 Q1	$336K	Sell	6,116 -73	-1%	-$4.22K	0.2%	124
2019 Q4	$366K	Buy	6,189 +44	+0.7%	+$2.55K	0.19%	132
2019 Q3	$356K	Buy	+6,145	New	+$353K	0.31%	109

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

Hayden Royal's IGIB Position: Q4 2021 in Review

Hayden Royal opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2021: 2,788 shares worth $165K. The stake represents 0.39% of the portfolio and ranks #94 among its holdings. This is a return to the name: Hayden Royal previously reported a position in IGIB as recently as Q2 2021.

Hayden Royal first reported a position in IGIB in Q3 2019 and has held it in 7 quarters since. The position peaked at $366K in Q4 2019. 550 funds tracked by Wall St. Rank hold IGIB as of Q4 2021.

Hayden Royal held 2,788 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $165K as of Q4 2021.
iShares 5-10 Year Investment Grade Corporate Bond ETF was a new Hayden Royal position in Q4 2021.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.39% of Hayden Royal's portfolio in Q4 2021, its #94 holding.
Hayden Royal first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2019 and has held it in 7 quarters since.
Hayden Royal's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $366K in Q4 2019.
550 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Hayden Royal's 13F filing for Q4 2021, filed 7 Feb 2022.