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

JBJ Investment Partners’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 Q3	–	Sell	-294,670	Closed	-$17.8M	–	50
2020 Q2	$17.8M	Buy	294,670 +4,627	+2%	+$270K	5.1%	7
2020 Q1	$15.9M	Sell	290,043 -232,932	-45%	-$13.5M	5.71%	7
2019 Q4	$30.3M	Buy	522,975 +108,099	+26%	+$6.26M	9.3%	4
2019 Q3	$24M	Buy	414,876 +25,065	+6%	+$1.44M	8.09%	4
2019 Q2	$22.2M	Buy	389,811 +374,651	+2,471%	+$20.8M	8.03%	4
2019 Q1	$836K	Buy	+15,160	New	+$815K	0.32%	19

Other funds holding IGIB

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

BlackRock New York $5.72T AUM 30.48% 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

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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 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

JBJ Investment Partners's IGIB Position: Q3 2020 in Review

JBJ Investment Partners sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2020, closing a stake of 294,670 shares — an estimated $17.8M sold.

JBJ Investment Partners first reported a position in IGIB in Q1 2019 and held it in 6 quarters. The position peaked at $30.3M in Q4 2019. 493 funds tracked by Wall St. Rank hold IGIB as of Q3 2020.

JBJ Investment Partners reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
JBJ Investment Partners sold 294,670 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2020, an estimated $17.8M.
JBJ Investment Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2019 and held it in 6 quarters.
JBJ Investment Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $30.3M in Q4 2019.
493 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2020.

Based on JBJ Investment Partners's 13F filing for Q3 2020, filed 23 Oct 2020.