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Lehman & Derafelo Financial Resources’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Lehman & Derafelo Financial Resources’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
Q3 		– Sell
-30
Closed -$2K – 199
2019
Q2 		$2K Sell
30
-18
-38% -$999 ﹤0.01% 177
2019
Q1 		$3K Hold
48
– – ﹤0.01% 173
2018
Q4 		$3K Buy
+48
New +$2.51K ﹤0.01% 163

Other funds holding IGIB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Lehman & Derafelo Financial Resources's IGIB Position: Q3 2019 in Review

Lehman & Derafelo Financial Resources sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2019, closing a stake of 30 shares — an estimated $2K sold.

Lehman & Derafelo Financial Resources first reported a position in IGIB in Q4 2018 and held it in 3 quarters. The position peaked at $3K in Q1 2019. 428 funds tracked by Wall St. Rank hold IGIB as of Q3 2019.

  • Lehman & Derafelo Financial Resources reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Lehman & Derafelo Financial Resources sold 30 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2019, an estimated $2K.
  • Lehman & Derafelo Financial Resources first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2018 and held it in 3 quarters.
  • Lehman & Derafelo Financial Resources's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $3K in Q1 2019.
  • 428 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2019.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q3 2019, filed 12 Nov 2019.