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

Independence 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
2020
Q3 		$55K Hold
901
– – 0.01% 120
2020
Q2 		$54K Buy
901
+848
+1,600% +$49.4K 0.01% 116
2020
Q1 		$3K Hold
53
– – ﹤0.01% 145
2019
Q4 		$3K Buy
+53
New +$3.07K ﹤0.01% 155

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 $5.72T 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 $432B 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 $16.3B 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 $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Independence Advisors's IGIB Position: Q3 2020 in Review

Independence Advisors held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q3 2020 at 901 shares worth $55K. The position accounts for 0.01% of the portfolio, ranked #120.

Independence Advisors first reported a position in IGIB in Q4 2019 and has held it in 4 quarters since. 493 funds tracked by Wall St. Rank hold IGIB as of Q3 2020.

  • Independence Advisors held 901 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $55K as of Q3 2020.
  • Independence Advisors left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q3 2020.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of Independence Advisors's portfolio in Q3 2020, its #120 holding.
  • Independence Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 4 quarters since.
  • 493 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.