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

Oxinas Partners 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
2022 Q3	–	Sell	-4,015	Closed	-$205K	–	94
2022 Q2	$205K	Sell	4,015 -1,820	-31%	-$94.9K	0.16%	96
2022 Q1	$320K	Sell	5,835 -183	-3%	-$10.4K	0.2%	81
2021 Q4	$357K	Buy	6,018 +225	+4%	+$13.4K	0.2%	101
2021 Q3	$348K	Sell	5,793 -110	-2%	-$6.68K	0.2%	107
2021 Q2	$357K	Sell	5,903 -37	-0.6%	-$2.21K	0.2%	107
2021 Q1	$352K	Sell	5,940 -41	-0.7%	-$2.48K	0.22%	100
2020 Q4	$370K	Buy	+5,981	New	+$366K	0.27%	83

Other funds holding IGIB

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Oxinas Partners Wealth Management's IGIB Position: Q3 2022 in Review

Oxinas Partners Wealth Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2022, closing a stake of 4,015 shares — an estimated $205K sold.

Oxinas Partners Wealth Management first reported a position in IGIB in Q4 2020 and held it in 7 quarters. The position peaked at $370K in Q4 2020. 486 funds tracked by Wall St. Rank hold IGIB as of Q3 2022.

Oxinas Partners Wealth Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Oxinas Partners Wealth Management sold 4,015 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $205K.
Oxinas Partners Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 7 quarters.
Oxinas Partners Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $370K in Q4 2020.
486 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Oxinas Partners Wealth Management's 13F filing for Q3 2022, filed 17 Oct 2022.