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

Insight Wealth Strategies’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
Q1 		– Sell
-11,514
Closed -$668K – 175
2019
Q4 		$668K Buy
11,514
+2,318
+25% +$134K 0.14% 100
2019
Q3 		$533K Buy
9,196
+3,862
+72% +$222K 0.13% 109
2019
Q2 		$304K Buy
+5,334
New +$296K 0.07% 136

Other funds holding IGIB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Insight Wealth Strategies's IGIB Position: Q1 2020 in Review

Insight Wealth Strategies sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2020, closing a stake of 11,514 shares — an estimated $668K sold.

Insight Wealth Strategies first reported a position in IGIB in Q2 2019 and held it in 3 quarters. The position peaked at $668K in Q4 2019. 490 funds tracked by Wall St. Rank hold IGIB as of Q1 2020.

  • Insight Wealth Strategies reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Insight Wealth Strategies sold 11,514 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $668K.
  • Insight Wealth Strategies first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2019 and held it in 3 quarters.
  • Insight Wealth Strategies's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $668K in Q4 2019.
  • 490 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2020.

Based on Insight Wealth Strategies's 13F filing for Q1 2020, filed 21 Apr 2020.