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

Roosevelt Investment 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
2021
Q3 		– Sell
-4,220
Closed -$255K – 251
2021
Q2 		$255K Sell
4,220
-11,010
-72% -$659K 0.02% 226
2021
Q1 		$902K Buy
+15,230
New +$921K 0.06% 136
2017
Q1 		– Sell
-3,730
Closed -$202K – 208
2016
Q4 		$202K Buy
+3,730
New +$204K 0.02% 190

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

Roosevelt Investment Group's IGIB Position: Q3 2021 in Review

Roosevelt Investment Group sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2021, closing a stake of 4,220 shares — an estimated $255K sold.

Roosevelt Investment Group first reported a position in IGIB in Q4 2016 and held it in 3 quarters. The position peaked at $902K in Q1 2021. 530 funds tracked by Wall St. Rank hold IGIB as of Q3 2021.

  • Roosevelt Investment Group reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Roosevelt Investment Group sold 4,220 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $255K.
  • Roosevelt Investment Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2016 and held it in 3 quarters.
  • Roosevelt Investment Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $902K in Q1 2021.
  • 530 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2021.

Based on Roosevelt Investment Group's 13F filing for Q3 2021, filed 5 Nov 2021.