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Hobart Private Capital’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Hobart Private Capital’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
Q3 		– Sell
-4,535
Closed -$274K – 145
2020
Q2 		$274K Sell
4,535
-81,477
-95% -$4.75M 0.15% 134
2020
Q1 		$4.72M Buy
86,012
+10,851
+14% +$627K 3.24% 5
2019
Q4 		$4.36M Buy
75,161
+4,637
+7% +$268K 2.67% 5
2019
Q3 		$4.08M Buy
70,524
+339
+0.5% +$19.5K 2.78% 7
2019
Q2 		$4M Buy
70,185
+61,918
+749% +$3.44M 2.78% 6
2019
Q1 		$456K Buy
8,267
+1,727
+26% +$92.8K 0.35% 75
2018
Q4 		$343K Sell
6,540
-733
-10% -$38.3K 0.29% 83
2018
Q3 		$386K Buy
7,273
+875
+14% +$46.6K 0.3% 92
2018
Q2 		$340K Buy
6,398
+1,794
+39% +$95.4K 0.28% 92
2018
Q1 		$247K Buy
+4,604
New +$248K 0.22% 103

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $16.2B AUM 16.34% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return