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

LVZ Inc’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
2019
Q1 		– Sell
-7,005
Closed -$367K – 80
2018
Q4 		$367K Sell
7,005
-795
-10% -$41.6K 0.1% 51
2018
Q3 		$410K Sell
7,800
-8,158
-51% -$434K 0.1% 50
2018
Q2 		$848K Buy
15,958
+368
+2% +$19.6K 0.22% 32
2018
Q1 		$836K Buy
15,590
+112
+0.7% +$6.03K 0.23% 30
2017
Q4 		$845K Buy
15,478
+440
+3% +$24.1K 0.25% 31
2017
Q3 		$828K Sell
15,038
-126
-0.8% -$6.94K 0.27% 29
2017
Q2 		$832K Sell
15,164
-198
-1% -$10.9K 0.29% 25
2017
Q1 		$837K Buy
15,362
+1,408
+10% +$76.4K 0.31% 23
2016
Q4 		$755K Sell
13,954
-1,500
-10% -$82K 0.3% 22
2016
Q3 		$860K Sell
15,454
-79,754
-84% -$4.44M 0.35% 23
2016
Q2 		$5.3M Buy
95,208
+4,938
+5% +$272K 2.35% 13
2016
Q1 		$4.95M Buy
90,270
+7,260
+9% +$392K 2.33% 13
2015
Q4 		$4.45M Buy
+83,010
New +$4.49M 2.52% 12

Other funds holding IGIB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LVZ Inc's IGIB Position: Q1 2019 in Review

LVZ Inc sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2019, closing a stake of 7,005 shares — an estimated $367K sold.

LVZ Inc first reported a position in IGIB in Q4 2015 and held it in 13 quarters. The position peaked at $5.3M in Q2 2016. 395 funds tracked by Wall St. Rank hold IGIB as of Q1 2019.

  • LVZ Inc reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • LVZ Inc sold 7,005 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2019, an estimated $367K.
  • LVZ Inc first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2015 and held it in 13 quarters.
  • LVZ Inc's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $5.3M in Q2 2016.
  • 395 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2019.

Based on LVZ Inc's 13F filing for Q1 2019, filed 25 Apr 2019.