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

HHM Wealth Advisors’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
2023 Q3	–	Sell	-20	Closed	-$1.01K	–	800
2023 Q2	$1.01K	Buy	+20	New	+$1.02K	﹤0.01%	752
2022 Q2	–	Sell	-271	Closed	-$15K	–	811
2022 Q1	$15K	Hold	271	–	–	﹤0.01%	477
2021 Q4	$16K	Hold	271	–	–	﹤0.01%	458
2021 Q3	$16K	Hold	271	–	–	﹤0.01%	438
2021 Q2	$16K	Hold	271	–	–	﹤0.01%	426
2021 Q1	$16K	Hold	271	–	–	﹤0.01%	405
2020 Q4	$17K	Hold	271	–	–	0.01%	365
2020 Q3	$16K	Hold	271	–	–	0.01%	340
2020 Q2	$16K	Hold	271	–	–	0.01%	328
2020 Q1	$15K	Buy	+271	New	+$15.7K	0.01%	326

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HHM Wealth Advisors's IGIB Position: Q3 2023 in Review

HHM Wealth Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2023, closing a stake of 20 shares — an estimated $1.01K sold.

HHM Wealth Advisors first reported a position in IGIB in Q1 2020 and held it in 10 quarters. The position peaked at $17K in Q4 2020. 518 funds tracked by Wall St. Rank hold IGIB as of Q3 2023.

HHM Wealth Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
HHM Wealth Advisors sold 20 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $1.01K.
HHM Wealth Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2020 and held it in 10 quarters.
HHM Wealth Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $17K in Q4 2020.
518 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2023.

Based on HHM Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.