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

McDonald 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
2022 Q3	–	Sell	-5,675	Closed	-$290K	–	248
2022 Q2	$290K	Hold	5,675	–	–	0.07%	238
2022 Q1	$311K	Buy	+5,675	New	+$322K	0.07%	250
2021 Q4	–	Sell	-6,712	Closed	-$403K	–	627
2021 Q3	$403K	Hold	6,712	–	–	0.09%	211
2021 Q2	$406K	Hold	6,712	–	–	0.1%	211
2021 Q1	$398K	Hold	6,712	–	–	0.1%	196
2020 Q4	$415K	Buy	+6,712	New	+$411K	0.12%	188

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

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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

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

McDonald Partners's IGIB Position: Q3 2022 in Review

McDonald Partners sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2022, closing a stake of 5,675 shares — an estimated $290K sold.

McDonald Partners first reported a position in IGIB in Q4 2020 and held it in 6 quarters. The position peaked at $415K in Q4 2020. 486 funds tracked by Wall St. Rank hold IGIB as of Q3 2022.

McDonald Partners reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
McDonald Partners sold 5,675 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $290K.
McDonald Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 6 quarters.
McDonald Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $415K in Q4 2020.
486 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on McDonald Partners's 13F filing for Q3 2022, filed 21 Oct 2022.