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

Lumature Wealth Partners’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
2023 Q2	$134K	Sell	2,647 -297	-10%	-$15.1K	0.08%	176
2023 Q1	$151K	Hold	2,944	–	–	0.08%	167
2022 Q4	$146K	Sell	2,944 -804	-21%	-$39.4K	0.08%	167
2022 Q3	$181K	Sell	3,748 -641	-15%	-$32.8K	0.1%	166
2022 Q2	$224K	Sell	4,389 -56,602	-93%	-$2.95M	0.1%	152
2022 Q1	$3.35M	Buy	60,991 +462	+0.8%	+$26.2K	1.34%	13
2021 Q4	$3.59M	Buy	60,529 +4,524	+8%	+$269K	1.39%	12
2021 Q3	$3.36M	Buy	56,005 +7,005	+14%	+$425K	1.37%	12
2021 Q2	$2.96M	Buy	49,000 +6,604	+16%	+$395K	1.23%	14
2021 Q1	$2.51M	Buy	42,396 +10,822	+34%	+$655K	1.32%	17
2020 Q4	$1.95M	Buy	+31,574	New	+$1.93M	1.85%	9

Other funds holding IGIB

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

MYLI

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

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

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

UCFA

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Lumature Wealth Partners's IGIB Position: Q2 2023 in Review

Lumature Wealth Partners reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 10% in Q2 2023, selling an estimated $15.1K and leaving 2,647 shares worth $134K. The position accounts for 0.08% of the portfolio, ranked #176.

Lumature Wealth Partners first reported a position in IGIB in Q4 2020 and has held it in 11 quarters since. The position peaked at $3.59M in Q4 2021. 525 funds tracked by Wall St. Rank hold IGIB as of Q2 2023.

Lumature Wealth Partners held 2,647 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $134K as of Q2 2023.
Lumature Wealth Partners sold 297 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $15.1K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.08% of Lumature Wealth Partners's portfolio in Q2 2023, its #176 holding.
Lumature Wealth Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $3.59M in Q4 2021.
525 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.