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

MinichMacGregor Wealth 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
2019
Q1 		– Sell
-3,925
Closed -$432K – 81
2018
Q4 		$432K Buy
+3,925
New +$205K 0.3% 69
2016
Q2 		– Sell
-20
Closed -$1K – 453
2016
Q1 		$1K Buy
+20
New +$1.08K ﹤0.01% 384

Other funds holding IGIB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MinichMacGregor Wealth Management's IGIB Position: Q1 2019 in Review

MinichMacGregor Wealth Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2019, closing a stake of 3,925 shares — an estimated $432K sold.

MinichMacGregor Wealth Management first reported a position in IGIB in Q1 2016 and held it in 2 quarters. The position peaked at $432K in Q4 2018. 395 funds tracked by Wall St. Rank hold IGIB as of Q1 2019.

  • MinichMacGregor Wealth Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 3,925 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2019, an estimated $432K.
  • MinichMacGregor Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2016 and held it in 2 quarters.
  • MinichMacGregor Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $432K in Q4 2018.
  • 395 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2019.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2019, filed 16 Apr 2019.