Kathmere Capital Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Kathmere Capital Management’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 Q1	–	Sell	-781	Closed	-$48K	–	262
2020 Q4	$48K	Sell	781 -662	-46%	-$40.5K	0.01%	239
2020 Q3	$88K	Buy	+1,443	New	+$88K	0.02%	192
2020 Q2	–	Sell	-147,759	Closed	-$8.12M	–	116
2020 Q1	$8.12M	Buy	147,759 +27,449	+23%	+$1.59M	2.95%	15
2019 Q4	$6.98M	Buy	+120,310	New	+$6.96M	2.49%	16

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

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

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 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

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

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

Kathmere Capital Management's IGIB Position: Q1 2021 in Review

Kathmere Capital Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2021, closing a stake of 781 shares — an estimated $48K sold.

Kathmere Capital Management first reported a position in IGIB in Q4 2019 and held it in 4 quarters. The position peaked at $8.12M in Q1 2020. 532 funds tracked by Wall St. Rank hold IGIB as of Q1 2021.

Kathmere Capital Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Kathmere Capital Management sold 781 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $48K.
Kathmere Capital Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 4 quarters.
Kathmere Capital Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $8.12M in Q1 2020.
532 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2021.

Based on Kathmere Capital Management's 13F filing for Q1 2021, filed 7 May 2021.