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

Intrua Financial’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
2022 Q3	–	Sell	-6,185	Closed	-$316K	–	328
2022 Q2	$316K	Sell	6,185 -866	-12%	-$45.1K	0.07%	275
2022 Q1	$387K	Sell	7,051 -44	-0.6%	-$2.5K	0.07%	262
2021 Q4	$421K	Buy	7,095 +15	+0.2%	+$893	0.07%	246
2021 Q3	$424K	Buy	7,080 +3	+0%	+$182	0.08%	239
2021 Q2	$428K	Sell	7,077 -257	-4%	-$15.4K	0.1%	180
2021 Q1	$437K	Buy	+7,334	New	+$444K	0.11%	174

Other funds holding IGIB

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Intrua Financial's IGIB Position: Q3 2022 in Review

Intrua Financial sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2022, closing a stake of 6,185 shares — an estimated $316K sold.

Intrua Financial first reported a position in IGIB in Q1 2021 and held it in 6 quarters. The position peaked at $437K in Q1 2021. 486 funds tracked by Wall St. Rank hold IGIB as of Q3 2022.

Intrua Financial reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Intrua Financial sold 6,185 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $316K.
Intrua Financial first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2021 and held it in 6 quarters.
Intrua Financial's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $437K in Q1 2021.
486 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Intrua Financial's 13F filing for Q3 2022, filed 14 Nov 2022.