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

Private Capital Group’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
Q2 		– Sell
-23,658
Closed -$1.3M – 1982
2022
Q1 		$1.3M Buy
23,658
+1,567
+7% +$88.8K 0.29% 53
2021
Q4 		$1.31M Sell
22,091
-1,957
-8% -$116K 0.28% 59
2021
Q3 		$1.44M Buy
24,048
+1,347
+6% +$81.8K 0.33% 52
2021
Q2 		$1.37M Sell
22,701
-2,004
-8% -$120K 0.31% 51
2021
Q1 		$1.46M Buy
24,705
+590
+2% +$35.7K 0.36% 44
2020
Q4 		$1.49M Buy
24,115
+122
+0.5% +$7.46K 0.27% 54
2020
Q3 		$1.46M Buy
23,993
+464
+2% +$28.3K 0.31% 49
2020
Q2 		$1.42M Sell
23,529
-11,435
-33% -$666K 0.31% 53
2020
Q1 		$1.92M Buy
34,964
+1,539
+5% +$88.9K 0.5% 32
2019
Q4 		$1.94M Sell
33,425
-1,128
-3% -$65.3K 0.41% 40
2019
Q3 		$2M Buy
34,553
+18,803
+119% +$1.08M 0.35% 46
2019
Q2 		$1.67M Sell
15,750
-17,660
-53% -$980K 0.38% 45
2019
Q1 		$1.84M Sell
33,410
-347
-1% -$18.7K 0.35% 48
2018
Q4 		$1.77M Sell
33,757
-567
-2% -$29.7K 0.38% 48
2018
Q3 		$1.82M Buy
34,324
+1,208
+4% +$64.3K 0.37% 47
2018
Q2 		$1.76M Buy
33,116
+60
+0.2% +$3.19K 0.38% 45
2018
Q1 		$1.77M Sell
33,056
-1,282
-4% -$69.1K 0.39% 45
2017
Q4 		$1.88M Buy
+34,338
New +$1.88M 0.44% 45

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return

Private Capital Group's IGIB Position: Q2 2022 in Review

Private Capital Group sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2022, closing a stake of 23,658 shares — an estimated $1.3M sold.

Private Capital Group first reported a position in IGIB in Q4 2017 and held it in 18 quarters. The position peaked at $2M in Q3 2019. 519 funds tracked by Wall St. Rank hold IGIB as of Q2 2022.

  • Private Capital Group reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Private Capital Group sold 23,658 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $1.3M.
  • Private Capital Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2017 and held it in 18 quarters.
  • Private Capital Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $2M in Q3 2019.
  • 519 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.