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

Icon 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
2020 Q2	–	Sell	-75,331	Closed	-$4.14M	–	262
2020 Q1	$4.14M	Buy	75,331 +5,821	+8%	+$336K	1.63%	15
2019 Q4	$4.03M	Buy	69,510 +2,193	+3%	+$127K	1.28%	18
2019 Q3	$3.9M	Buy	67,317 +8,102	+14%	+$466K	1.33%	15
2019 Q2	$3.37M	Buy	59,215 +8,661	+17%	+$481K	1.19%	18
2019 Q1	$2.79M	Buy	50,554 +701	+1%	+$37.7K	1.04%	19
2018 Q4	$2.61M	Buy	49,853 +7,776	+18%	+$407K	1.26%	16
2018 Q3	$2.23M	Sell	42,077 -30,727	-42%	-$1.64M	0.93%	20
2018 Q2	$3.87M	Buy	72,804 +20,896	+40%	+$1.11M	1.63%	9
2018 Q1	$2.78M	Buy	51,908 +33,892	+188%	+$1.83M	1.49%	13
2017 Q4	$984K	Buy	+18,016	New	+$987K	0.49%	48

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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

Icon Wealth Partners's IGIB Position: Q2 2020 in Review

Icon Wealth Partners sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2020, closing a stake of 75,331 shares — an estimated $4.14M sold.

Icon Wealth Partners first reported a position in IGIB in Q4 2017 and held it in 10 quarters. The position peaked at $4.14M in Q1 2020. 487 funds tracked by Wall St. Rank hold IGIB as of Q2 2020.

Icon Wealth Partners reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Icon Wealth Partners sold 75,331 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2020, an estimated $4.14M.
Icon Wealth Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2017 and held it in 10 quarters.
Icon Wealth Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $4.14M in Q1 2020.
487 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2020.

Based on Icon Wealth Partners's 13F filing for Q2 2020, filed 14 Jul 2020.