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

Next Financial 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
2021
Q4 		$1.88M Buy
31,735
+160
+0.5% +$9.52K 0.12% 182
2021
Q3 		$1.9M Buy
31,575
+3,897
+14% +$237K 0.15% 154
2021
Q2 		$1.68M Sell
27,678
-23,593
-46% -$1.41M 0.13% 173
2021
Q1 		$3.04M Sell
51,271
-22,438
-30% -$1.36M 0.27% 81
2020
Q4 		$4.55M Buy
73,709
+11,322
+18% +$693K 0.44% 39
2020
Q3 		$3.79M Sell
62,387
-5,476
-8% -$334K 0.41% 47
2020
Q2 		$4.1M Sell
67,863
-22,445
-25% -$1.31M 0.48% 45
2020
Q1 		$4.96M Buy
90,308
+45,559
+102% +$2.63M 0.64% 27
2019
Q4 		$2.6M Buy
44,749
+7,971
+22% +$461K 0.27% 85
2019
Q3 		$2.13M Buy
36,778
+8,372
+29% +$481K 0.23% 98
2019
Q2 		$1.62M Buy
28,406
+28,214
+14,695% +$1.57M 0.17% 170
2019
Q1 		$11K Sell
192
-9,756
-98% -$524K ﹤0.01% 1091
2018
Q4 		$521K Buy
+9,948
New +$520K 0.11% 214
2018
Q2 		– Sell
-5,066
Closed -$272K – 336
2018
Q1 		$272K Buy
+5,066
New +$273K 0.06% 322
2017
Q3 		– Sell
-400
Closed -$22K – 1848
2017
Q2 		$22K Hold
400
– – 0.01% 1039
2017
Q1 		$22K Sell
400
-2,376
-86% -$129K 0.01% 1015
2016
Q4 		$150K Buy
2,776
+330
+13% +$18K 0.03% 559
2016
Q3 		$136K Buy
2,446
+2,430
+15,188% +$135K 0.02% 569
2016
Q2 		$0 Hold
16
– – ﹤0.01% 1793
2016
Q1 		$0 Hold
16
– – ﹤0.01% 1790
2015
Q4 		$0 Sell
16
-764
-98% -$41.3K ﹤0.01% 1856
2015
Q3 		$42K Sell
780
-78
-9% -$4.23K 0.02% 683
2015
Q2 		$46K Buy
858
+180
+27% +$9.88K 0.02% 689
2015
Q1 		$37K Hold
678
– – 0.01% 762
2014
Q4 		$37K Sell
678
-266
-28% -$14.6K 0.01% 759
2014
Q3 		$52K Buy
+944
New +$51.8K 0.01% 924

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Next Financial Group's IGIB Position: Q4 2021 in Review

Next Financial Group increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 0.51% in Q4 2021, buying an estimated $9.52K and bringing the position to 31,735 shares worth $1.88M. The position accounts for 0.12% of the portfolio, ranked #182.

Next Financial Group first reported a position in IGIB in Q3 2014 and has held it in 26 quarters since. The position peaked at $4.96M in Q1 2020. 550 funds tracked by Wall St. Rank hold IGIB as of Q4 2021.

  • Next Financial Group held 31,735 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $1.88M as of Q4 2021.
  • Next Financial Group bought 160 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $9.52K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.12% of Next Financial Group's portfolio in Q4 2021, its #182 holding.
  • Next Financial Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2014 and has held it in 26 quarters since.
  • Next Financial Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $4.96M in Q1 2020.
  • 550 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.