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

Mosaic Family Wealth’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 Q2	–	Sell	-34	Closed	-$2K	–	373
2019 Q1	$2K	Hold	34	–	–	﹤0.01%	643
2018 Q4	$2K	Hold	34	–	–	﹤0.01%	597
2018 Q3	$2K	Hold	34	–	–	﹤0.01%	604
2018 Q2	$2K	Hold	34	–	–	﹤0.01%	637
2018 Q1	$2K	Hold	34	–	–	﹤0.01%	629
2017 Q4	$2K	Buy	+34	New	+$1.86K	﹤0.01%	646

Other funds holding IGIB

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

UCFA

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

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MMI

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mosaic Family Wealth's IGIB Position: Q2 2019 in Review

Mosaic Family Wealth sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2019, closing a stake of 34 shares — an estimated $2K sold.

Mosaic Family Wealth first reported a position in IGIB in Q4 2017 and held it in 6 quarters. The position peaked at $2K in Q1 2019. 409 funds tracked by Wall St. Rank hold IGIB as of Q2 2019.

Mosaic Family Wealth reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 34 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2019, an estimated $2K.
Mosaic Family Wealth first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2017 and held it in 6 quarters.
Mosaic Family Wealth's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $2K in Q1 2019.
409 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.