M&R Capital Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

M&R Capital 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
2021 Q4	–	Sell	-150	Closed	-$9K	–	419
2021 Q3	$9K	Hold	150	–	–	﹤0.01%	337
2021 Q2	$9K	Hold	150	–	–	﹤0.01%	338
2021 Q1	$8K	Hold	150	–	–	﹤0.01%	340
2020 Q4	$9K	Hold	150	–	–	﹤0.01%	356
2020 Q3	$9K	Hold	150	–	–	﹤0.01%	363
2020 Q2	$9K	Buy	+150	New	+$8.74K	﹤0.01%	363
2018 Q2	–	Sell	-800	Closed	-$42K	–	522
2018 Q1	$42K	Hold	800	–	–	0.01%	314
2017 Q4	$43K	Hold	800	–	–	0.01%	313
2017 Q3	$44K	Buy	+800	New	+$44K	0.01%	315
2017 Q2	–	Sell	-800	Closed	-$43K	–	554
2017 Q1	$43K	Hold	800	–	–	0.01%	315
2016 Q4	$43K	Hold	800	–	–	0.01%	305
2016 Q3	$44K	Hold	800	–	–	0.01%	293
2016 Q2	$44K	Buy	+800	New	+$44K	0.01%	294

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

UCFA

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

M&R Capital Management's IGIB Position: Q4 2021 in Review

M&R Capital Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2021, closing a stake of 150 shares — an estimated $9K sold.

M&R Capital Management first reported a position in IGIB in Q2 2016 and held it in 13 quarters. The position peaked at $44K in Q3 2017. 550 funds tracked by Wall St. Rank hold IGIB as of Q4 2021.

M&R Capital Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
M&R Capital Management sold 150 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $9K.
M&R Capital Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2016 and held it in 13 quarters.
M&R Capital Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $44K in Q3 2017.
550 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2021.

Based on M&R Capital Management's 13F filing for Q4 2021, filed 7 Jan 2022.