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MCWS
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
Shares
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
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UCFA
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$16.3B AUM
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1-Year Est. Return
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$49B AUM
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1-Year Est. Return
Ameriprise
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$432B AUM
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1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
MMI
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$3.26B AUM
12.5%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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