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

Pacifica Partners’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 Q2	–	Sell	-200	Closed	-$11K	–	497
2022 Q1	$11K	Hold	200	–	–	0.01%	293
2021 Q4	$12K	Hold	200	–	–	0.01%	282
2021 Q3	$12K	Hold	200	–	–	0.01%	277
2021 Q2	$12K	Hold	200	–	–	0.01%	268
2021 Q1	$12K	Hold	200	–	–	0.01%	246
2020 Q4	$12K	Hold	200	–	–	0.01%	230
2020 Q3	$12K	Sell	200 -100	-33%	-$6.1K	0.01%	201
2020 Q2	$18K	Hold	300	–	–	0.02%	183
2020 Q1	$17K	Sell	300 -255	-46%	-$14.7K	0.02%	188
2019 Q4	$32K	Buy	+555	New	+$32.1K	0.03%	168

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

Pacifica Partners's IGIB Position: Q2 2022 in Review

Pacifica Partners sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2022, closing a stake of 200 shares — an estimated $11K sold.

Pacifica Partners first reported a position in IGIB in Q4 2019 and held it in 10 quarters. The position peaked at $32K in Q4 2019. 520 funds tracked by Wall St. Rank hold IGIB as of Q2 2022.

Pacifica Partners reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Pacifica Partners sold 200 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $11K.
Pacifica Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 10 quarters.
Pacifica Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $32K in Q4 2019.
520 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Pacifica Partners's 13F filing for Q2 2022, filed 22 Jul 2022.