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Hefty Wealth Partners’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Hefty Wealth Partners’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
2018
Q1 		$368K Buy
+6,872
New +$370K 0.24% 81
2016
Q4 		– Sell
-3,134
Closed -$174K – 242
2016
Q3 		$174K Buy
3,134
+1,020
+48% +$56.8K 0.13% 85
2016
Q2 		$117K Buy
2,114
+900
+74% +$49.5K 0.1% 91
2016
Q1 		$66K Sell
1,214
-9,950
-89% -$537K 0.06% 96
2015
Q4 		$598K Buy
+11,164
New +$604K 0.57% 66

Other funds holding IGIB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Hefty Wealth Partners's IGIB Position: Q1 2018 in Review

Hefty Wealth Partners opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2018: 6,872 shares worth $368K. The stake represents 0.24% of the portfolio and ranks #81 among its holdings. This is a return to the name: Hefty Wealth Partners previously reported a position in IGIB as recently as Q3 2016.

Hefty Wealth Partners first reported a position in IGIB in Q4 2015 and has held it in 5 quarters since. The position peaked at $598K in Q4 2015. 386 funds tracked by Wall St. Rank hold IGIB as of Q1 2018.

  • Hefty Wealth Partners held 6,872 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $368K as of Q1 2018.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF was a new Hefty Wealth Partners position in Q1 2018.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.24% of Hefty Wealth Partners's portfolio in Q1 2018, its #81 holding.
  • Hefty Wealth Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2015 and has held it in 5 quarters since.
  • Hefty Wealth Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $598K in Q4 2015.
  • 386 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.