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

Pettinga Financial 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
2019
Q4 		– Sell
-6,919
Closed -$401K – 88
2019
Q3 		$401K Hold
6,919
– – 0.22% 63
2019
Q2 		$394K Buy
+6,919
New +$384K 0.2% 66

Other funds holding IGIB

PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pettinga Financial Advisors's IGIB Position: Q4 2019 in Review

Pettinga Financial Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2019, closing a stake of 6,919 shares — an estimated $401K sold.

Pettinga Financial Advisors first reported a position in IGIB in Q2 2019 and held it in 2 quarters. The position peaked at $401K in Q3 2019. 506 funds tracked by Wall St. Rank hold IGIB as of Q4 2019.

  • Pettinga Financial Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Pettinga Financial Advisors sold 6,919 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2019, an estimated $401K.
  • Pettinga Financial Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2019 and held it in 2 quarters.
  • Pettinga Financial Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $401K in Q3 2019.
  • 506 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2019.

Based on Pettinga Financial Advisors's 13F filing for Q4 2019, filed 7 Feb 2020.