McKinley Carter Wealth Services’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

McKinley Carter Wealth Services’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	-4,176	Closed	-$213K	–	288
2022 Q2	$213K	Hold	4,176	–	–	0.02%	278
2022 Q1	$229K	Sell	4,176 -20	-0.5%	-$1.13K	0.02%	270
2021 Q4	$249K	Sell	4,196 -1,116	-21%	-$66.4K	0.02%	264
2021 Q3	$319K	Sell	5,312 -1,305	-20%	-$79.3K	0.03%	235
2021 Q2	$400K	Sell	6,617 -756	-10%	-$45.3K	0.03%	213
2021 Q1	$437K	Sell	7,373 -610	-8%	-$36.9K	0.04%	201
2020 Q4	$493K	Buy	+7,983	New	+$488K	0.06%	165
2014 Q4	–	Sell	-5,878	Closed	-$321K	–	98
2014 Q3	$321K	Hold	5,878	–	–	0.3%	65
2014 Q2	$324K	Buy	5,878 +74	+1%	+$4.06K	0.34%	59
2014 Q1	$316K	Buy	5,804 +106	+2%	+$5.77K	0.34%	66
2013 Q4	$307K	Sell	5,698 -1,926	-25%	-$104K	0.3%	83
2013 Q3	$411K	Buy	+7,624	New	+$410K	0.49%	45

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MMI

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

McKinley Carter Wealth Services's IGIB Position: Q3 2022 in Review

McKinley Carter Wealth Services sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2022, closing a stake of 4,176 shares — an estimated $213K sold.

McKinley Carter Wealth Services first reported a position in IGIB in Q3 2013 and held it in 12 quarters. The position peaked at $493K in Q4 2020. 485 funds tracked by Wall St. Rank hold IGIB as of Q3 2022.

McKinley Carter Wealth Services reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
McKinley Carter Wealth Services sold 4,176 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $213K.
McKinley Carter Wealth Services first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2013 and held it in 12 quarters.
McKinley Carter Wealth Services's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $493K in Q4 2020.
485 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on McKinley Carter Wealth Services's 13F filing for Q3 2022, filed 24 Oct 2022.