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

Loveless 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
2022 Q2	$882K	Sell	17,277 -46	-0.3%	-$2.4K	0.58%	59
2022 Q1	$951K	Sell	17,323 -248	-1%	-$14.1K	0.54%	62
2021 Q4	$1.04M	Sell	17,571 -194	-1%	-$11.5K	0.57%	58
2021 Q3	$1.07M	Buy	17,765 +3	+0%	+$182	0.65%	55
2021 Q2	$1.07M	Buy	17,762 +3	+0%	+$180	0.65%	56
2021 Q1	$1.05M	Buy	17,759 +2	+0%	+$121	0.69%	51
2020 Q4	$1.1M	Buy	17,757 +5	+0%	+$306	0.81%	47
2020 Q3	$1.08M	Sell	17,752 -97	-0.5%	-$5.92K	0.91%	43
2020 Q2	$1.08M	Buy	+17,849	New	+$1.04M	1%	36
2020 Q1	–	Sell	-17,041	Closed	-$994K	–	103
2019 Q4	$994K	Buy	+17,041	New	+$987K	0.86%	43

Other funds holding IGIB

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

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

MYLI

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UCFA

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

Loveless Wealth Management's IGIB Position: Q2 2022 in Review

Loveless Wealth Management reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 0.27% in Q2 2022, selling an estimated $2.4K and leaving 17,277 shares worth $882K. The position accounts for 0.58% of the portfolio, ranked #59.

Loveless Wealth Management first reported a position in IGIB in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.1M in Q4 2020. 520 funds tracked by Wall St. Rank hold IGIB as of Q2 2022.

Loveless Wealth Management held 17,277 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $882K as of Q2 2022.
Loveless Wealth Management sold 46 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $2.4K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.58% of Loveless Wealth Management's portfolio in Q2 2022, its #59 holding.
Loveless Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 10 quarters since.
Loveless Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.1M in Q4 2020.
520 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.