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

Oak Point Wealth 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
2018 Q1	$563K	Buy	+10,528	New	+$567K	0.57%	53

Other funds holding IGIB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

UCFA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Oak Point Wealth Management's IGIB Position: Q1 2018 in Review

Oak Point Wealth Management opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2018: 10,528 shares worth $563K. The stake represents 0.57% of the portfolio and ranks #53 among its holdings.

386 funds tracked by Wall St. Rank hold IGIB as of Q1 2018.

Oak Point Wealth Management held 10,528 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $563K as of Q1 2018.
iShares 5-10 Year Investment Grade Corporate Bond ETF was a new Oak Point Wealth Management position in Q1 2018.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.57% of Oak Point Wealth Management's portfolio in Q1 2018, its #53 holding.
386 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.