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

Raffa Wealth 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
2018 Q1	–	Sell	-584	Closed	-$31.9K	–	715
2017 Q4	$31.9K	Hold	584	–	–	0.01%	147
2017 Q3	$32.2K	Hold	584	–	–	0.01%	149
2017 Q2	$32.1K	Sell	584 -268	-31%	-$14.7K	0.01%	144
2017 Q1	$46.4K	Buy	+852	New	+$46.3K	0.02%	103

Other funds holding IGIB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Raffa Wealth Management's IGIB Position: Q1 2018 in Review

Raffa Wealth Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2018, closing a stake of 584 shares — an estimated $31.9K sold.

Raffa Wealth Management first reported a position in IGIB in Q1 2017 and held it in 4 quarters. The position peaked at $46.4K in Q1 2017. 386 funds tracked by Wall St. Rank hold IGIB as of Q1 2018.

Raffa Wealth Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
Raffa Wealth Management sold 584 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2018, an estimated $31.9K.
Raffa Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2017 and held it in 4 quarters.
Raffa Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $46.4K in Q1 2017.
386 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2018.

Based on Raffa Wealth Management's 13F filing for Q1 2018, filed 27 Jul 2026.