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

RiverTree 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
Q4 		– Sell
-129,598
Closed -$7.78M – 44
2021
Q3 		$7.78M Buy
129,598
+23
+0% +$1.4K 5.31% 5
2021
Q2 		$7.84M Sell
129,575
-1,494
-1% -$89.4K 5.31% 5
2021
Q1 		$7.76M Buy
131,069
+5,798
+5% +$351K 5.44% 5
2020
Q4 		$7.74M Buy
+125,271
New +$7.66M 6.19% 5

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 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

RiverTree Advisors's IGIB Position: Q4 2021 in Review

RiverTree Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2021, closing a stake of 129,598 shares — an estimated $7.78M sold.

RiverTree Advisors first reported a position in IGIB in Q4 2020 and held it in 4 quarters. The position peaked at $7.84M in Q2 2021. 550 funds tracked by Wall St. Rank hold IGIB as of Q4 2021.

  • RiverTree Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • RiverTree Advisors sold 129,598 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $7.78M.
  • RiverTree Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 4 quarters.
  • RiverTree Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $7.84M in Q2 2021.
  • 550 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2021.

Based on RiverTree Advisors's 13F filing for Q4 2021, filed 18 Jan 2022.