Pointe Capital Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Pointe Capital Management’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	-55,892	Closed	-$2.85M	–	145
2022 Q2	$2.85M	Buy	55,892 +9	+0%	+$469	2.13%	10
2022 Q1	$3.07M	Sell	55,883 -1,019	-2%	-$57.8K	1.96%	9
2021 Q4	$3.37M	Buy	56,902 +1,346	+2%	+$80.1K	2.06%	10
2021 Q3	$3.34M	Buy	55,556 +1,024	+2%	+$62.2K	2.31%	8
2021 Q2	$3.3M	Hold	54,532	–	–	2.32%	8
2021 Q1	$3.23M	Hold	54,532	–	–	2.29%	10
2020 Q4	$3.37M	Hold	54,532	–	–	2.87%	8
2020 Q3	$3.32M	Hold	54,532	–	–	2.9%	9
2020 Q2	$3.29M	Hold	54,532	–	–	2.96%	7
2020 Q1	$3M	Buy	+54,532	New	+$3.15M	2.91%	7

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

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 Concord, California $49B AUM 17.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Pointe Capital Management's IGIB Position: Q3 2022 in Review

Pointe Capital Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2022, closing a stake of 55,892 shares — an estimated $2.85M sold.

Pointe Capital Management first reported a position in IGIB in Q1 2020 and held it in 10 quarters. The position peaked at $3.37M in Q4 2021. 486 funds tracked by Wall St. Rank hold IGIB as of Q3 2022.

Pointe Capital Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Pointe Capital Management sold 55,892 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $2.85M.
Pointe Capital Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2020 and held it in 10 quarters.
Pointe Capital Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $3.37M in Q4 2021.
486 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Pointe Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.