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Patriot Financial Group Insurance Agency’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Patriot Financial Group Insurance Agency’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
-12
Closed -$1K – 1112
2022
Q2 		$1K Hold
12
– – ﹤0.01% 1903
2022
Q1 		$1K Hold
12
– – ﹤0.01% 1945
2021
Q4 		$1K Hold
12
– – ﹤0.01% 2041
2021
Q3 		$1K Hold
12
– – ﹤0.01% 2059
2021
Q2 		$1K Hold
12
– – ﹤0.01% 1982
2021
Q1 		$1K Hold
12
– – ﹤0.01% 1885
2020
Q4 		$1K Buy
+12
New +$734 ﹤0.01% 1757
2020
Q3 		– Sell
-253
Closed -$15K – 1749
2020
Q2 		$15K Sell
253
-1,098
-81% -$64K 0.01% 834
2020
Q1 		$74K Sell
1,351
-4,267
-76% -$246K 0.03% 372
2019
Q4 		$326K Buy
5,618
+420
+8% +$24.3K 0.12% 151
2019
Q3 		$301K Buy
5,198
+4,114
+380% +$236K 0.14% 144
2019
Q2 		$62K Hold
1,084
– – 0.03% 403
2019
Q1 		$60K Hold
1,084
– – 0.03% 355
2018
Q4 		$57K Hold
1,084
– – 0.04% 299
2018
Q3 		$58K Buy
1,084
+2
+0.2% +$106 0.03% 279
2018
Q2 		$57K Sell
1,082
-5,158
-83% -$274K 0.06% 174
2018
Q1 		$334K Buy
6,240
+1,378
+28% +$74.2K 0.25% 89
2017
Q4 		$266K Buy
4,862
+3,016
+163% +$165K 0.2% 100
2017
Q3 		$102K Buy
1,846
+1,144
+163% +$63K 0.09% 173
2017
Q2 		$38K Buy
702
+180
+34% +$9.87K 0.04% 290
2017
Q1 		$28K Buy
522
+348
+200% +$18.9K 0.03% 301
2016
Q4 		$9K Buy
+174
New +$9.51K 0.01% 481

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 $424B AUM 22.96% 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 $58.2B AUM 22.78% 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

Patriot Financial Group Insurance Agency's IGIB Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2022, closing a stake of 12 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in IGIB in Q4 2016 and held it in 22 quarters. The position peaked at $334K in Q1 2018. 486 funds tracked by Wall St. Rank hold IGIB as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 12 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2016 and held it in 22 quarters.
  • Patriot Financial Group Insurance Agency's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $334K in Q1 2018.
  • 486 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.