LifeSteps Financial’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

LifeSteps Financial’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
2022 Q4	–	Sell	-8,728	Closed	-$421K	–	75
2022 Q3	$421K	Hold	8,728	–	–	0.47%	43
2022 Q2	$446K	Sell	8,728 -200	-2%	-$10.4K	0.46%	45
2022 Q1	$490K	Hold	8,928	–	–	0.36%	47
2021 Q4	$529K	Hold	8,928	–	–	0.37%	43
2021 Q3	$536K	Hold	8,928	–	–	0.41%	42
2021 Q2	$540K	Hold	8,928	–	–	0.41%	43
2021 Q1	$529K	Hold	8,928	–	–	0.44%	41
2020 Q4	$552K	Hold	8,928	–	–	0.51%	36
2020 Q3	$543K	Hold	8,928	–	–	0.57%	33
2020 Q2	$539K	Sell	8,928 -1,480	-14%	-$86.2K	0.62%	32
2020 Q1	$572K	Hold	10,408	–	–	0.66%	34
2019 Q4	$603K	Buy	+10,408	New	+$603K	0.57%	44

Other funds holding IGIB

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LifeSteps Financial's IGIB Position: Q4 2022 in Review

LifeSteps Financial sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2022, closing a stake of 8,728 shares — an estimated $421K sold.

LifeSteps Financial first reported a position in IGIB in Q4 2019 and held it in 12 quarters. The position peaked at $603K in Q4 2019. 506 funds tracked by Wall St. Rank hold IGIB as of Q4 2022.

LifeSteps Financial reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
LifeSteps Financial sold 8,728 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $421K.
LifeSteps Financial first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 12 quarters.
LifeSteps Financial's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $603K in Q4 2019.
506 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2022.

Based on LifeSteps Financial's 13F filing for Q4 2022, filed 18 Jan 2023.