Kistler-Tiffany Companies’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Kistler-Tiffany Companies’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 Q2	$3.58M	Buy	70,852 +62,807	+781%	+$3.19M	0.58%	31
2023 Q1	$413K	Buy	+8,045	New	+$408K	0.08%	195
2022 Q3	–	Sell	-547	Closed	-$28K	–	795
2022 Q2	$28K	Buy	547 +4	+0.7%	+$209	0.01%	454
2022 Q1	$30K	Buy	543 +2	+0.4%	+$113	0.01%	454
2021 Q4	$32K	Buy	541 +5	+0.9%	+$298	0.01%	427
2021 Q3	$32K	Buy	536 +3	+0.6%	+$182	0.01%	423
2021 Q2	$32K	Buy	533 +3	+0.6%	+$180	0.01%	425
2021 Q1	$31K	Buy	530 +2	+0.4%	+$121	0.01%	393
2020 Q4	$33K	Buy	528 +5	+1%	+$306	0.01%	359
2020 Q3	$32K	Buy	523 +3	+0.6%	+$183	0.01%	331
2020 Q2	$31K	Buy	520 +7	+1%	+$408	0.01%	308
2020 Q1	$30K	Hold	513	–	–	0.01%	309
2019 Q4	$30K	Buy	513 +6	+1%	+$347	0.01%	316
2019 Q3	$29K	Buy	+507	New	+$29.1K	0.01%	314
2018 Q1	–	Sell	-2,160	Closed	-$118K	–	569
2017 Q4	$118K	Hold	2,160	–	–	0.05%	188
2017 Q3	$119K	Buy	+2,160	New	+$119K	0.05%	185

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Kistler-Tiffany Companies's IGIB Position: Q2 2023 in Review

Kistler-Tiffany Companies increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 781% in Q2 2023, buying an estimated $3.19M and bringing the position to 70,852 shares worth $3.58M. The position accounts for 0.58% of the portfolio, ranked #31.

Kistler-Tiffany Companies first reported a position in IGIB in Q3 2017 and has held it in 16 quarters since. 525 funds tracked by Wall St. Rank hold IGIB as of Q2 2023.

Kistler-Tiffany Companies held 70,852 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $3.58M as of Q2 2023.
Kistler-Tiffany Companies bought 62,807 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $3.19M.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.58% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #31 holding.
Kistler-Tiffany Companies first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2017 and has held it in 16 quarters since.
525 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.