Princeton Global Asset Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Princeton Global Asset 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	-1,168	Closed	-$60K	–	550
2022 Q2	$60K	Hold	1,168	–	–	0.02%	237
2022 Q1	$64K	Hold	1,168	–	–	0.02%	245
2021 Q4	$69K	Hold	1,168	–	–	0.02%	233
2021 Q3	$70K	Hold	1,168	–	–	0.02%	231
2021 Q2	$71K	Hold	1,168	–	–	0.02%	232
2021 Q1	$69K	Hold	1,168	–	–	0.02%	223
2020 Q4	$72K	Buy	+1,168	New	+$71.5K	0.03%	217

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

Princeton Global Asset Management's IGIB Position: Q3 2022 in Review

Princeton Global Asset Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2022, closing a stake of 1,168 shares — an estimated $60K sold.

Princeton Global Asset Management first reported a position in IGIB in Q4 2020 and held it in 7 quarters. The position peaked at $72K in Q4 2020. 486 funds tracked by Wall St. Rank hold IGIB as of Q3 2022.

Princeton Global Asset Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Princeton Global Asset Management sold 1,168 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $60K.
Princeton Global Asset Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 7 quarters.
Princeton Global Asset Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $72K in Q4 2020.
486 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Princeton Global Asset Management's 13F filing for Q3 2022, filed 14 Nov 2022.