Jacobi Capital Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Jacobi Capital 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 Q4	–	Sell	-1,455	Closed	-$87K	–	827
2021 Q3	$87K	Buy	1,455 +55	+4%	+$3.34K	0.01%	540
2021 Q2	$85K	Hold	1,400	–	–	0.01%	517
2021 Q1	$83K	Hold	1,400	–	–	0.01%	481
2020 Q4	$87K	Hold	1,400	–	–	0.01%	433
2020 Q3	$85K	Buy	1,400 +417	+42%	+$25.4K	0.01%	408
2020 Q2	$85K	Sell	983 -417	-30%	-$24.3K	0.02%	382
2020 Q1	$77K	Hold	1,400	–	–	0.02%	360
2019 Q4	$81K	Sell	1,400 -134	-9%	-$7.76K	0.01%	380
2019 Q3	$89K	Sell	1,534 -516	-25%	-$29.6K	0.02%	362
2019 Q2	$117K	Hold	2,050	–	–	0.02%	330
2019 Q1	$113K	Hold	2,050	–	–	0.03%	298
2018 Q4	$107K	Hold	2,050	–	–	0.03%	285
2018 Q3	$109K	Hold	2,050	–	–	0.03%	313
2018 Q2	$109K	Hold	2,050	–	–	0.03%	310
2018 Q1	$110K	Hold	2,050	–	–	0.03%	283
2017 Q4	$112K	Hold	2,050	–	–	0.04%	242
2017 Q3	$113K	Hold	2,050	–	–	0.04%	226
2017 Q2	$112K	Hold	2,050	–	–	0.04%	185
2017 Q1	$112K	Buy	+2,050	New	+$111K	0.06%	145
2016 Q4	–	Sell	-2,050	Closed	-$114K	–	651
2016 Q3	$114K	Hold	2,050	–	–	0.05%	140
2016 Q2	$114K	Buy	+2,050	New	+$113K	0.06%	130

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jacobi Capital Management's IGIB Position: Q4 2021 in Review

Jacobi Capital Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2021, closing a stake of 1,455 shares — an estimated $87K sold.

Jacobi Capital Management first reported a position in IGIB in Q2 2016 and held it in 21 quarters. The position peaked at $117K in Q2 2019. 549 funds tracked by Wall St. Rank hold IGIB as of Q4 2021.

Jacobi Capital Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 1,455 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $87K.
Jacobi Capital Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2016 and held it in 21 quarters.
Jacobi Capital Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $117K in Q2 2019.
549 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.