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

Journey 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
2023 Q1	–	Sell	-4,250	Closed	-$210K	–	240
2022 Q4	$210K	Hold	4,250	–	–	0.05%	214
2022 Q3	$205K	Sell	4,250 -800	-16%	-$40.9K	0.05%	225
2022 Q2	$266K	Sell	5,050 -775	-13%	-$40.4K	0.06%	213
2022 Q1	$320K	Hold	5,825	–	–	0.08%	181
2021 Q4	$345K	Sell	5,825 -100	-2%	-$5.95K	0.1%	168
2021 Q3	$356K	Hold	5,925	–	–	0.12%	154
2021 Q2	$359K	Hold	5,925	–	–	0.11%	152
2021 Q1	$351K	Hold	5,925	–	–	0.12%	135
2020 Q4	$366K	Buy	+5,925	New	+$362K	0.14%	122

Other funds holding IGIB

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

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UCFA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Journey Advisory Group's IGIB Position: Q1 2023 in Review

Journey Advisory Group sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2023, closing a stake of 4,250 shares — an estimated $210K sold.

Journey Advisory Group first reported a position in IGIB in Q4 2020 and held it in 9 quarters. The position peaked at $366K in Q4 2020. 502 funds tracked by Wall St. Rank hold IGIB as of Q1 2023.

Journey Advisory Group reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Journey Advisory Group sold 4,250 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $210K.
Journey Advisory Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 9 quarters.
Journey Advisory Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $366K in Q4 2020.
502 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Journey Advisory Group's 13F filing for Q1 2023, filed 4 May 2023.