Mount Yale Investment Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Mount Yale Investment Advisors’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 Q1	–	Sell	-3,397	Closed	-$201K	–	478
2021 Q4	$201K	Hold	3,397	–	–	0.02%	446
2021 Q3	$204K	Hold	3,397	–	–	0.02%	444
2021 Q2	$206K	Hold	3,397	–	–	0.02%	410
2021 Q1	$201K	Hold	3,397	–	–	0.03%	396
2020 Q4	$210K	Hold	3,397	–	–	0.03%	370
2020 Q3	$207K	Hold	3,397	–	–	0.03%	328
2020 Q2	$205K	Sell	3,397 -5,546	-62%	-$323K	0.04%	306
2020 Q1	$491K	Sell	8,943 -1,826	-17%	-$105K	0.11%	171
2019 Q4	$638K	Buy	10,769 +5,683	+112%	+$329K	0.11%	158
2019 Q3	$292K	Buy	+5,086	New	+$292K	0.05%	268

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mount Yale Investment Advisors's IGIB Position: Q1 2022 in Review

Mount Yale Investment Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2022, closing a stake of 3,397 shares — an estimated $201K sold.

Mount Yale Investment Advisors first reported a position in IGIB in Q3 2019 and held it in 10 quarters. The position peaked at $638K in Q4 2019. 549 funds tracked by Wall St. Rank hold IGIB as of Q1 2022.

Mount Yale Investment Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Mount Yale Investment Advisors sold 3,397 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $201K.
Mount Yale Investment Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2019 and held it in 10 quarters.
Mount Yale Investment Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $638K in Q4 2019.
549 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2022, filed 3 May 2022.