Richard Bernstein Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Richard Bernstein 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
2021 Q1	–	Sell	-4,517	Closed	-$279K	–	314
2020 Q4	$279K	Sell	4,517 -6,069,823	-100%	-$371M	0.01%	276
2020 Q3	$369M	Buy	6,074,340 +336,396	+6%	+$20.5M	10.37%	2
2020 Q2	$346M	Buy	+5,737,944	New	+$334M	10.85%	2
2014 Q1	–	Sell	-26,120	Closed	-$1.41M	–	248
2013 Q4	$1.41M	Hold	26,120	–	–	0.28%	127
2013 Q3	$1.41M	Buy	+26,120	New	+$1.4M	0.42%	84

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

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

Richard Bernstein Advisors's IGIB Position: Q1 2021 in Review

Richard Bernstein Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2021, closing a stake of 4,517 shares — an estimated $279K sold.

Richard Bernstein Advisors first reported a position in IGIB in Q3 2013 and held it in 5 quarters. The position peaked at $369M in Q3 2020. 532 funds tracked by Wall St. Rank hold IGIB as of Q1 2021.

Richard Bernstein Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Richard Bernstein Advisors sold 4,517 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $279K.
Richard Bernstein Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2013 and held it in 5 quarters.
Richard Bernstein Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $369M in Q3 2020.
532 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2021.

Based on Richard Bernstein Advisors's 13F filing for Q1 2021, filed 14 May 2021.