Hurlow Wealth Management Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Hurlow Wealth Management Group’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	-4,272	Closed	-$258K	–	90
2020 Q2	$258K	Sell	4,272 -12,485	-75%	-$727K	0.25%	75
2020 Q1	$967K	Sell	16,757 -723	-4%	-$41.8K	1.04%	20
2019 Q4	$1.02M	Buy	17,480 +1,694	+11%	+$98.1K	1%	20
2019 Q3	$912K	Buy	+15,786	New	+$907K	0.97%	20

Other funds holding IGIB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 $16.3B AUM 16.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hurlow Wealth Management Group's IGIB Position: Q3 2020 in Review

Hurlow Wealth Management Group sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2020, closing a stake of 4,272 shares — an estimated $258K sold.

Hurlow Wealth Management Group first reported a position in IGIB in Q3 2019 and held it in 4 quarters. The position peaked at $1.02M in Q4 2019. 493 funds tracked by Wall St. Rank hold IGIB as of Q3 2020.

Hurlow Wealth Management Group reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
Hurlow Wealth Management Group sold 4,272 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2020, an estimated $258K.
Hurlow Wealth Management Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2019 and held it in 4 quarters.
Hurlow Wealth Management Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.02M in Q4 2019.
493 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2020.

Based on Hurlow Wealth Management Group's 13F filing for Q3 2020, filed 27 Oct 2020.