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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $18.2B AUM 22.02% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Hobart Private Capital's IGIB Position: Q3 2020 in Review

Hobart Private Capital sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2020, closing a stake of 4,535 shares — an estimated $274K sold.

Hobart Private Capital first reported a position in IGIB in Q1 2018 and held it in 10 quarters. The position peaked at $4.72M in Q1 2020. 492 funds tracked by Wall St. Rank hold IGIB as of Q3 2020.

Hobart Private Capital reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
Hobart Private Capital sold 4,535 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2020, an estimated $274K.
Hobart Private Capital first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2018 and held it in 10 quarters.
Hobart Private Capital's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $4.72M in Q1 2020.
492 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2020.

Based on Hobart Private Capital's 13F filing for Q3 2020, filed 11 Mar 2024.