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Oak Asset Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Oak Asset Management’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
Q3 		– Sell
-46,554
Closed -$2.38M – 114
2022
Q2 		$2.38M Buy
+46,554
New +$2.43M 1.13% 18

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Oak Asset Management's IGIB Position: Q3 2022 in Review

Oak Asset Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2022, closing a stake of 46,554 shares — an estimated $2.38M sold.

Oak Asset Management first reported a position in IGIB in Q2 2022 and held it in 1 quarter. The position peaked at $2.38M in Q2 2022. 486 funds tracked by Wall St. Rank hold IGIB as of Q3 2022.

  • Oak Asset Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Oak Asset Management sold 46,554 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $2.38M.
  • Oak Asset Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2022 and held it in 1 quarter.
  • Oak Asset Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $2.38M in Q2 2022.
  • 486 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Oak Asset Management's 13F filing for Q3 2022, filed 19 Oct 2022.