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Institutional & Family Asset Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Institutional & Family Asset Management’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
2021
Q1 		– Sell
-132
Closed -$8K – 958
2020
Q4 		$8K Sell
132
-503
-79% -$30.8K ﹤0.01% 574
2020
Q3 		$39K Hold
635
– – 0.01% 314
2020
Q2 		$38K Buy
+635
New +$37K 0.01% 328

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Institutional & Family Asset Management's IGIB Position: Q1 2021 in Review

Institutional & Family Asset Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2021, closing a stake of 132 shares — an estimated $8K sold.

Institutional & Family Asset Management first reported a position in IGIB in Q2 2020 and held it in 3 quarters. The position peaked at $39K in Q3 2020. 532 funds tracked by Wall St. Rank hold IGIB as of Q1 2021.

  • Institutional & Family Asset Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 132 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $8K.
  • Institutional & Family Asset Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2020 and held it in 3 quarters.
  • Institutional & Family Asset Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $39K in Q3 2020.
  • 532 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2021.

Based on Institutional & Family Asset Management's 13F filing for Q1 2021, filed 6 May 2021.