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

Plancorp LLC’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
2021
Q1 		– Sell
-3,365
Closed -$208K – 210
2020
Q4 		$208K Buy
+3,365
New +$206K 0.05% 189

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FRBONY
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DILIC
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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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
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Plancorp LLC's IGIB Position: Q1 2021 in Review

Plancorp LLC sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2021, closing a stake of 3,365 shares — an estimated $208K sold.

Plancorp LLC first reported a position in IGIB in Q4 2020 and held it in 1 quarter. The position peaked at $208K in Q4 2020. 532 funds tracked by Wall St. Rank hold IGIB as of Q1 2021.

  • Plancorp LLC reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Plancorp LLC sold 3,365 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $208K.
  • Plancorp LLC first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Plancorp LLC's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $208K in Q4 2020.
  • 532 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2021.

Based on Plancorp LLC's 13F filing for Q1 2021, filed 14 May 2021.