IAG
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Investment Advisory Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Investment Advisory Group’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
-3,900
Closed -$200K – 128
2022
Q2 		$200K Hold
3,900
– – 0.14% 120
2022
Q1 		$214K Hold
3,900
– – 0.13% 120
2021
Q4 		$220K Buy
+3,900
New +$232K 0.14% 113

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
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
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Investment Advisory Group's IGIB Position: Q3 2022 in Review

Investment Advisory Group sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2022, closing a stake of 3,900 shares — an estimated $200K sold.

Investment Advisory Group first reported a position in IGIB in Q4 2021 and held it in 3 quarters. The position peaked at $220K in Q4 2021. 486 funds tracked by Wall St. Rank hold IGIB as of Q3 2022.

  • Investment Advisory Group reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Investment Advisory Group sold 3,900 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $200K.
  • Investment Advisory Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2021 and held it in 3 quarters.
  • Investment Advisory Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $220K in Q4 2021.
  • 486 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Investment Advisory Group's 13F filing for Q3 2022, filed 24 Oct 2022.