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Kathleen S. Wright Associates’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Kathleen S. Wright 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
2022
Q4 		– Sell
-260
Closed -$13K – 202
2022
Q3 		$13K Hold
260
– – 0.01% 137
2022
Q2 		$13K Buy
260
+25
+11% +$1.3K 0.01% 126
2022
Q1 		$13K Buy
+235
New +$13.3K 0.01% 129

Other funds holding IGIB

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kathleen S. Wright Associates's IGIB Position: Q4 2022 in Review

Kathleen S. Wright Associates sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2022, closing a stake of 260 shares — an estimated $13K sold.

Kathleen S. Wright Associates first reported a position in IGIB in Q1 2022 and held it in 3 quarters. The position peaked at $13K in Q3 2022. 506 funds tracked by Wall St. Rank hold IGIB as of Q4 2022.

  • Kathleen S. Wright Associates reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 260 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $13K.
  • Kathleen S. Wright Associates first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2022 and held it in 3 quarters.
  • Kathleen S. Wright Associates's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $13K in Q3 2022.
  • 506 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Kathleen S. Wright Associates's 13F filing for Q4 2022, filed 2 Feb 2023.