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

Kore Private Wealth’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
2020 Q3	–	Sell	-2,282	Closed	-$137K	–	644
2020 Q2	$137K	Hold	2,282	–	–	0.03%	285
2020 Q1	$125K	Sell	2,282 -4,564	-67%	-$264K	0.03%	279
2019 Q4	$397K	Hold	6,846	–	–	0.08%	163
2019 Q3	$395K	Hold	6,846	–	–	0.09%	145
2019 Q2	$390K	Hold	6,846	–	–	0.09%	148
2019 Q1	$377K	Sell	6,846 -2,852	-29%	-$153K	0.08%	141
2018 Q4	$508K	Buy	+9,698	New	+$507K	0.14%	124

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kore Private Wealth's IGIB Position: Q3 2020 in Review

Kore Private Wealth sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2020, closing a stake of 2,282 shares — an estimated $137K sold.

Kore Private Wealth first reported a position in IGIB in Q4 2018 and held it in 7 quarters. The position peaked at $508K in Q4 2018. 492 funds tracked by Wall St. Rank hold IGIB as of Q3 2020.

Kore Private Wealth reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 2,282 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2020, an estimated $137K.
Kore Private Wealth first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2018 and held it in 7 quarters.
Kore Private Wealth's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $508K in Q4 2018.
492 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.