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Leicht Financial Planning & Wealth Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Leicht Financial Planning & 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
2020
Q2 		– Sell
-18,576
Closed -$1.02M – 31
2020
Q1 		$1.02M Sell
18,576
-84,358
-82% -$4.87M 0.99% 20
2019
Q4 		$5.97M Buy
+102,934
New +$5.96M 5.43% 4

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 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 $16.3B AUM 16.34% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's IGIB Position: Q2 2020 in Review

Leicht Financial Planning & Wealth Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2020, closing a stake of 18,576 shares — an estimated $1.02M sold.

Leicht Financial Planning & Wealth Management first reported a position in IGIB in Q4 2019 and held it in 2 quarters. The position peaked at $5.97M in Q4 2019. 487 funds tracked by Wall St. Rank hold IGIB as of Q2 2020.

  • Leicht Financial Planning & Wealth Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Leicht Financial Planning & Wealth Management sold 18,576 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2020, an estimated $1.02M.
  • Leicht Financial Planning & Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 2 quarters.
  • Leicht Financial Planning & Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $5.97M in Q4 2019.
  • 487 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2020.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q2 2020, filed 10 Jul 2020.