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

Litman Gregory 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 Q3	–	Sell	-25	Closed	-$2K	–	207
2020 Q2	$2K	Hold	25	–	–	﹤0.01%	161
2020 Q1	$1K	Hold	25	–	–	﹤0.01%	160
2019 Q4	$1K	Hold	25	–	–	﹤0.01%	203
2019 Q3	$1K	Sell	25 -1,810	-99%	-$104K	﹤0.01%	208
2019 Q2	$105K	Buy	+1,835	New	+$102K	0.03%	61

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $18.2B AUM 22.02% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Litman Gregory Wealth Management's IGIB Position: Q3 2020 in Review

Litman Gregory Wealth Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2020, closing a stake of 25 shares — an estimated $2K sold.

Litman Gregory Wealth Management first reported a position in IGIB in Q2 2019 and held it in 5 quarters. The position peaked at $105K in Q2 2019. 492 funds tracked by Wall St. Rank hold IGIB as of Q3 2020.

Litman Gregory Wealth Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
Litman Gregory Wealth Management sold 25 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2020, an estimated $2K.
Litman Gregory Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2019 and held it in 5 quarters.
Litman Gregory Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $105K in Q2 2019.
492 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2020.

Based on Litman Gregory Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.