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Personal CFO Solutions’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Personal CFO Solutions’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
2020
Q3 		– Sell
-3,866
Closed -$233K – 231
2020
Q2 		$233K Sell
3,866
-60,063
-94% -$3.5M 0.07% 253
2020
Q1 		$3.51M Buy
63,929
+25,761
+67% +$1.49M 1.26% 13
2019
Q4 		$2.21M Buy
38,168
+26,706
+233% +$1.55M 0.63% 29
2019
Q3 		$664K Buy
+11,462
New +$659K 0.26% 96

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Personal CFO Solutions's IGIB Position: Q3 2020 in Review

Personal CFO Solutions sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2020, closing a stake of 3,866 shares — an estimated $233K sold.

Personal CFO Solutions first reported a position in IGIB in Q3 2019 and held it in 4 quarters. The position peaked at $3.51M in Q1 2020. 493 funds tracked by Wall St. Rank hold IGIB as of Q3 2020.

  • Personal CFO Solutions reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Personal CFO Solutions sold 3,866 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2020, an estimated $233K.
  • Personal CFO Solutions first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2019 and held it in 4 quarters.
  • Personal CFO Solutions's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $3.51M in Q1 2020.
  • 493 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2020.

Based on Personal CFO Solutions's 13F filing for Q3 2020, filed 2 Nov 2020.