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

Mountain Capital 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
2020 Q4	–	Sell	-5,132	Closed	-$314K	–	137
2020 Q3	$314K	Sell	5,132 -306,747	-98%	-$18.7M	0.2%	88
2020 Q2	$18.9M	Sell	311,879 -11,019	-3%	-$642K	8.64%	3
2020 Q1	$18.5M	Buy	322,898 +58,080	+22%	+$3.35M	9.55%	3
2019 Q4	$15.4M	Buy	+264,818	New	+$15.3M	6.84%	5
2017 Q4	–	Sell	-200	Closed	-$11K	–	208
2017 Q3	$11K	Hold	200	–	–	0.01%	255
2017 Q2	$11K	Buy	+200	New	+$11K	0.01%	287

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

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

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Mountain Capital Investment Advisors's IGIB Position: Q4 2020 in Review

Mountain Capital Investment Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2020, closing a stake of 5,132 shares — an estimated $314K sold.

Mountain Capital Investment Advisors first reported a position in IGIB in Q2 2017 and held it in 6 quarters. The position peaked at $18.9M in Q2 2020. 543 funds tracked by Wall St. Rank hold IGIB as of Q4 2020.

Mountain Capital Investment Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
Mountain Capital Investment Advisors sold 5,132 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2020, an estimated $314K.
Mountain Capital Investment Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2017 and held it in 6 quarters.
Mountain Capital Investment Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $18.9M in Q2 2020.
543 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2020.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2020, filed 12 Jan 2021.