Newbridge Financial Services Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Newbridge Financial Services Group’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 Q4	–	Sell	-63	Closed	-$3K	–	1482
2022 Q3	$3K	Hold	63	–	–	﹤0.01%	1133
2022 Q2	$3K	Hold	63	–	–	﹤0.01%	1108
2022 Q1	$3K	Buy	+63	New	+$3.57K	﹤0.01%	1209
2021 Q2	–	Sell	-201	Closed	-$12K	–	1463
2021 Q1	$12K	Buy	+201	New	+$12.2K	0.01%	844

Other funds holding IGIB

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Newbridge Financial Services Group's IGIB Position: Q4 2022 in Review

Newbridge Financial Services Group sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2022, closing a stake of 63 shares — an estimated $3K sold.

Newbridge Financial Services Group first reported a position in IGIB in Q1 2021 and held it in 4 quarters. The position peaked at $12K in Q1 2021. 506 funds tracked by Wall St. Rank hold IGIB as of Q4 2022.

Newbridge Financial Services Group reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Newbridge Financial Services Group sold 63 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $3K.
Newbridge Financial Services Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2021 and held it in 4 quarters.
Newbridge Financial Services Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $12K in Q1 2021.
506 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Newbridge Financial Services Group's 13F filing for Q4 2022, filed 17 Jan 2023.