Jacobson & Schmitt Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Jacobson & Schmitt Advisors’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 Q2	–	Sell	-25,291	Closed	-$1.39M	–	41
2020 Q1	$1.39M	Sell	25,291 -20,208	-44%	-$1.17M	0.79%	31
2019 Q4	$2.64M	Buy	45,499 +6,548	+17%	+$379K	1.31%	28
2019 Q3	$2.26M	Buy	+38,951	New	+$2.24M	1.26%	26

Other funds holding IGIB

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

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

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

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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

UCFA

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jacobson & Schmitt Advisors's IGIB Position: Q2 2020 in Review

Jacobson & Schmitt Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2020, closing a stake of 25,291 shares — an estimated $1.39M sold.

Jacobson & Schmitt Advisors first reported a position in IGIB in Q3 2019 and held it in 3 quarters. The position peaked at $2.64M in Q4 2019. 487 funds tracked by Wall St. Rank hold IGIB as of Q2 2020.

Jacobson & Schmitt Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Jacobson & Schmitt Advisors sold 25,291 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2020, an estimated $1.39M.
Jacobson & Schmitt Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2019 and held it in 3 quarters.
Jacobson & Schmitt Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $2.64M in Q4 2019.
487 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2020.

Based on Jacobson & Schmitt Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.