Mid Atlantic Financial Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Mid Atlantic Financial 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 Q3	$7.76M	Buy	129,212 +989	+0.8%	+$60.1K	0.52%	31
2021 Q2	$7.76M	Sell	128,223 -72,445	-36%	-$4.34M	0.52%	31
2021 Q1	$11.9M	Sell	200,668 -30,966	-13%	-$1.87M	0.87%	16
2020 Q4	$14.3M	Sell	231,634 -236,673	-51%	-$14.5M	1.1%	14
2020 Q3	$28.5M	Buy	468,307 +122,128	+35%	+$7.45M	2.49%	4
2020 Q2	$20.9M	Buy	346,179 +320,845	+1,266%	+$18.7M	2.01%	6
2020 Q1	$1.39M	Buy	25,334 +770	+3%	+$44.5K	0.16%	119
2019 Q4	$1.42M	Sell	24,564 -2,777	-10%	-$161K	0.13%	144
2019 Q3	$1.58M	Buy	27,341 +16,574	+154%	+$952K	0.17%	116
2019 Q2	$613K	Sell	10,767 -2,530	-19%	-$140K	0.06%	320
2019 Q1	$733K	Buy	13,297 +78	+0.6%	+$4.19K	0.08%	268
2018 Q4	$693K	Buy	+13,219	New	+$692K	0.09%	235

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

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Mid Atlantic Financial Management's IGIB Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 0.77% in Q3 2021, buying an estimated $60.1K and bringing the position to 129,212 shares worth $7.76M. The position accounts for 0.52% of the portfolio, ranked #31.

Mid Atlantic Financial Management first reported a position in IGIB in Q4 2018 and has held it in 12 quarters since. The position peaked at $28.5M in Q3 2020. 530 funds tracked by Wall St. Rank hold IGIB as of Q3 2021.

Mid Atlantic Financial Management held 129,212 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $7.76M as of Q3 2021.
Mid Atlantic Financial Management bought 989 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $60.1K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.52% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #31 holding.
Mid Atlantic Financial Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $28.5M in Q3 2020.
530 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.