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Prio Wealth Limited Partnership’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Prio Wealth Limited Partnership’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
Q3 		– Sell
-4,984
Closed -$302K – 274
2021
Q2 		$302K Sell
4,984
-1,401
-22% -$83.9K 0.01% 234
2021
Q1 		$378K Sell
6,385
-3,161
-33% -$191K 0.01% 217
2020
Q4 		$590K Buy
+9,546
New +$584K 0.02% 169

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prio Wealth Limited Partnership's IGIB Position: Q3 2021 in Review

Prio Wealth Limited Partnership sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2021, closing a stake of 4,984 shares — an estimated $302K sold.

Prio Wealth Limited Partnership first reported a position in IGIB in Q4 2020 and held it in 3 quarters. The position peaked at $590K in Q4 2020. 530 funds tracked by Wall St. Rank hold IGIB as of Q3 2021.

  • Prio Wealth Limited Partnership reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Prio Wealth Limited Partnership sold 4,984 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $302K.
  • Prio Wealth Limited Partnership first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 3 quarters.
  • Prio Wealth Limited Partnership's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $590K in Q4 2020.
  • 530 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2021.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2021, filed 12 Nov 2021.