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

Plante Moran 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
2022
Q4 		– Sell
-1,086
Closed -$52K – 919
2022
Q3 		$52K Buy
+1,086
New +$55.5K 0.01% 299
2016
Q1 		– Sell
-134
Closed -$7K – 945
2015
Q4 		$7K Buy
+134
New +$7.25K 0.01% 642

Other funds holding IGIB

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Plante Moran Financial Advisors's IGIB Position: Q4 2022 in Review

Plante Moran Financial Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2022, closing a stake of 1,086 shares — an estimated $52K sold.

Plante Moran Financial Advisors first reported a position in IGIB in Q4 2015 and held it in 2 quarters. The position peaked at $52K in Q3 2022. 506 funds tracked by Wall St. Rank hold IGIB as of Q4 2022.

  • Plante Moran Financial Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,086 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $52K.
  • Plante Moran Financial Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2015 and held it in 2 quarters.
  • Plante Moran Financial Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $52K in Q3 2022.
  • 506 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.