Joseph P. Lucia & Associates’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Joseph P. Lucia & Associates’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	-155	Closed	-$9K	–	313
2021 Q3	$9K	Hold	155	–	–	0.01%	388
2021 Q2	$9K	Hold	155	–	–	0.01%	392
2021 Q1	$9K	Buy	+155	New	+$9.38K	﹤0.01%	366
2020 Q1	–	Sell	-900	Closed	-$52K	–	469
2019 Q4	$52K	Hold	900	–	–	0.05%	173
2019 Q3	$52K	Hold	900	–	–	0.05%	168
2019 Q2	$51K	Hold	900	–	–	0.05%	168
2019 Q1	$49.3K	Buy	+900	New	+$48.4K	0.09%	119

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 22.9% 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

Joseph P. Lucia & Associates's IGIB Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2021, closing a stake of 155 shares — an estimated $9K sold.

Joseph P. Lucia & Associates first reported a position in IGIB in Q1 2019 and held it in 7 quarters. The position peaked at $52K in Q4 2019. 549 funds tracked by Wall St. Rank hold IGIB as of Q4 2021.

Joseph P. Lucia & Associates reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Joseph P. Lucia & Associates sold 155 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $9K.
Joseph P. Lucia & Associates first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2019 and held it in 7 quarters.
Joseph P. Lucia & Associates's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $52K in Q4 2019.
549 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.