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

Optimum 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
2022 Q1	–	Sell	-201	Closed	-$12K	–	866
2021 Q4	$12K	Hold	201	–	–	﹤0.01%	659
2021 Q3	$12K	Sell	201 -99	-33%	-$6.01K	0.01%	661
2021 Q2	$18K	Hold	300	–	–	0.01%	672
2021 Q1	$18K	Hold	300	–	–	0.01%	683
2020 Q4	$19K	Hold	300	–	–	0.01%	628
2020 Q3	$18K	Hold	300	–	–	0.01%	626
2020 Q2	$18K	Hold	300	–	–	0.01%	619
2020 Q1	$16K	Hold	300	–	–	0.01%	617
2019 Q4	$17K	Hold	300	–	–	0.01%	699
2019 Q3	$17K	Hold	300	–	–	0.01%	706
2019 Q2	$17K	Hold	300	–	–	0.01%	706
2019 Q1	$17K	Hold	300	–	–	0.01%	719
2018 Q4	$16K	Sell	300 -3,050	-91%	-$160K	0.01%	686
2018 Q3	$178K	Hold	3,350	–	–	0.05%	320
2018 Q2	$178K	Hold	3,350	–	–	0.05%	310
2018 Q1	$180K	Buy	+3,350	New	+$180K	0.05%	305
2014 Q3	–	Sell	-300	Closed	-$17K	–	941
2014 Q2	$17K	Hold	300	–	–	0.01%	688
2014 Q1	$16K	Hold	300	–	–	0.01%	540
2013 Q4	$16K	Hold	300	–	–	0.01%	549
2013 Q3	$16K	Buy	+300	New	+$16.1K	0.01%	526

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Optimum Investment Advisors's IGIB Position: Q1 2022 in Review

Optimum Investment Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2022, closing a stake of 201 shares — an estimated $12K sold.

Optimum Investment Advisors first reported a position in IGIB in Q3 2013 and held it in 20 quarters. The position peaked at $180K in Q1 2018. 547 funds tracked by Wall St. Rank hold IGIB as of Q1 2022.

Optimum Investment Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Optimum Investment Advisors sold 201 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $12K.
Optimum Investment Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2013 and held it in 20 quarters.
Optimum Investment Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $180K in Q1 2018.
547 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Optimum Investment Advisors's 13F filing for Q1 2022, filed 8 Apr 2022.