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Lake Point Wealth Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Lake Point Wealth 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
2019
Q1 		– Sell
-92
Closed -$5K – 759
2018
Q4 		$5K Buy
+92
New +$4.81K ﹤0.01% 556

Other funds holding IGIB

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UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lake Point Wealth Management's IGIB Position: Q1 2019 in Review

Lake Point Wealth Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2019, closing a stake of 92 shares — an estimated $5K sold.

Lake Point Wealth Management first reported a position in IGIB in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 395 funds tracked by Wall St. Rank hold IGIB as of Q1 2019.

  • Lake Point Wealth Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 92 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2019, an estimated $5K.
  • Lake Point Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $5K in Q4 2018.
  • 395 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.