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

KCS Wealth Advisory’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
-24,092
Closed -$1.19M – 149
2022
Q4 		$1.19M Sell
24,092
-12,771
-35% -$626K 0.5% 60
2022
Q3 		$1.78M Buy
36,863
+2,926
+9% +$150K 0.82% 41
2022
Q2 		$1.73M Buy
33,937
+8,120
+31% +$423K 0.77% 47
2022
Q1 		$1.42M Sell
25,817
-21,397
-45% -$1.21M 0.66% 58
2021
Q4 		$2.8M Buy
47,214
+14,399
+44% +$857K 1.12% 23
2021
Q3 		$1.97M Buy
32,815
+290
+0.9% +$17.6K 0.93% 31
2021
Q2 		$1.97M Buy
32,525
+3,683
+13% +$220K 0.93% 32
2021
Q1 		$1.71M Buy
28,842
+2,736
+10% +$166K 0.88% 33
2020
Q4 		$1.61M Buy
26,106
+848
+3% +$51.9K 1.07% 26
2020
Q3 		$1.54M Sell
25,258
-7,130
-22% -$435K 1.22% 21
2020
Q2 		$1.96M Sell
32,388
-231
-0.7% -$13.5K 1.62% 12
2020
Q1 		$1.79M Sell
32,619
-1,927
-6% -$111K 1.82% 7
2019
Q4 		$2M Buy
34,546
+1,172
+4% +$67.8K 1.5% 8
2019
Q3 		$1.93M Buy
33,374
+727
+2% +$41.8K 1.34% 8
2019
Q2 		$1.86M Buy
32,647
+2,544
+8% +$141K 1.47% 7
2019
Q1 		$1.66M Buy
30,103
+8,056
+37% +$433K 1.45% 8
2018
Q4 		$1.16M Buy
+22,047
New +$1.15M 1.22% 13
2018
Q3 		– Sell
-18,344
Closed -$974K – 153
2018
Q2 		$974K Sell
18,344
-6,488
-26% -$345K 0.91% 24
2018
Q1 		$1.33M Buy
24,832
+7,864
+46% +$424K 1.21% 9
2017
Q4 		$927K Buy
+16,968
New +$930K 0.9% 24

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Envestnet Asset Management
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
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

KCS Wealth Advisory's IGIB Position: Q1 2023 in Review

KCS Wealth Advisory sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2023, closing a stake of 24,092 shares — an estimated $1.19M sold.

KCS Wealth Advisory first reported a position in IGIB in Q4 2017 and held it in 20 quarters. The position peaked at $2.8M in Q4 2021. 502 funds tracked by Wall St. Rank hold IGIB as of Q1 2023.

  • KCS Wealth Advisory reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • KCS Wealth Advisory sold 24,092 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $1.19M.
  • KCS Wealth Advisory first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2017 and held it in 20 quarters.
  • KCS Wealth Advisory's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $2.8M in Q4 2021.
  • 502 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2023.

Based on KCS Wealth Advisory's 13F filing for Q1 2023, filed 18 Apr 2023.