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

Liberty 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
2021
Q4 		– Sell
-1,469
Closed -$88K – 604
2021
Q3 		$88K Buy
1,469
+6
+0.4% +$364 0.03% 313
2021
Q2 		$89K Sell
1,463
-277
-16% -$16.6K 0.03% 224
2021
Q1 		$106K Hold
1,740
– – 0.05% 174
2020
Q4 		$106K Buy
1,740
+12
+0.7% +$734 0.05% 172
2020
Q3 		$105K Buy
1,728
+8
+0.5% +$488 0.06% 154
2020
Q2 		$104K Sell
1,720
-32,669
-95% -$1.9M 0.07% 146
2020
Q1 		$1.91M Buy
34,389
+6,814
+25% +$394K 1.67% 12
2019
Q4 		$1.6M Sell
27,575
-5,373
-16% -$311K 1.26% 12
2019
Q3 		$1.91M Buy
32,948
+17,179
+109% +$987K 1.81% 10
2019
Q2 		$898K Buy
15,769
+1,755
+13% +$97.4K 0.79% 20
2019
Q1 		$772K Buy
14,014
+2,000
+17% +$108K 0.58% 20
2018
Q4 		$629K Buy
+12,014
New +$628K 0.47% 25

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Liberty Wealth Management's IGIB Position: Q4 2021 in Review

Liberty Wealth Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2021, closing a stake of 1,469 shares — an estimated $88K sold.

Liberty Wealth Management first reported a position in IGIB in Q4 2018 and held it in 12 quarters. The position peaked at $1.91M in Q1 2020. 549 funds tracked by Wall St. Rank hold IGIB as of Q4 2021.

  • Liberty Wealth Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1,469 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $88K.
  • Liberty Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.91M in Q1 2020.
  • 549 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.