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Prevail Innovative Wealth Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Prevail Innovative Wealth 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
2023
Q3 		– Sell
-94,133
Closed -$4.76M – 137
2023
Q2 		$4.76M Buy
+94,133
New +$4.78M 2.61% 6

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Prevail Innovative Wealth Advisors's IGIB Position: Q3 2023 in Review

Prevail Innovative Wealth Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2023, closing a stake of 94,133 shares — an estimated $4.76M sold.

Prevail Innovative Wealth Advisors first reported a position in IGIB in Q2 2023 and held it in 1 quarter. The position peaked at $4.76M in Q2 2023. 518 funds tracked by Wall St. Rank hold IGIB as of Q3 2023.

  • Prevail Innovative Wealth Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 94,133 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $4.76M.
  • Prevail Innovative Wealth Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2023 and held it in 1 quarter.
  • Prevail Innovative Wealth Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $4.76M in Q2 2023.
  • 518 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.