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

MA Private Wealth’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	–	Sell	-13,102	Closed	-$719K	–	69
2022 Q1	$719K	Sell	13,102 -7,080	-35%	-$401K	0.13%	47
2021 Q4	$1.2M	Sell	20,182 -7,356	-27%	-$438K	0.21%	44
2021 Q3	$1.65M	Sell	27,538 -148,324	-84%	-$9.01M	0.32%	38
2021 Q2	$10.6M	Sell	175,862 -14,741	-8%	-$882K	2.12%	17
2021 Q1	$11.3M	Buy	190,603 +8,643	+5%	+$523K	2.35%	15
2020 Q4	$11.2M	Sell	181,960 -16,523	-8%	-$1.01M	2.57%	15
2020 Q3	$12.1M	Buy	198,483 +3,587	+2%	+$219K	2.85%	15
2020 Q2	$11.8M	Sell	194,896 -53,125	-21%	-$3.1M	2.94%	13
2020 Q1	$13.6M	Buy	248,021 +1,115	+0.5%	+$64.4K	4%	7
2019 Q4	$14.3M	Sell	246,906 -3,779	-2%	-$219K	4.39%	6
2019 Q3	$14.5M	Buy	250,685 +13,366	+6%	+$768K	4.08%	7
2019 Q2	$13.5M	Buy	237,319 +15,183	+7%	+$842K	3.94%	9
2019 Q1	$12.2M	Buy	222,136 +53,105	+31%	+$2.85M	3.89%	10
2018 Q4	$8.86M	Buy	+169,031	New	+$8.84M	3.36%	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 $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

MA Private Wealth's IGIB Position: Q2 2022 in Review

MA Private Wealth sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2022, closing a stake of 13,102 shares — an estimated $719K sold.

MA Private Wealth first reported a position in IGIB in Q4 2018 and held it in 14 quarters. The position peaked at $14.5M in Q3 2019. 520 funds tracked by Wall St. Rank hold IGIB as of Q2 2022.

MA Private Wealth reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
MA Private Wealth sold 13,102 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $719K.
MA Private Wealth first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2018 and held it in 14 quarters.
MA Private Wealth's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $14.5M in Q3 2019.
520 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on MA Private Wealth's 13F filing for Q2 2022, filed 14 Jul 2022.