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

San Luis Wealth 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
2022 Q2	–	Sell	-5,272	Closed	-$312K	–	242
2022 Q1	$312K	Buy	+5,272	New	+$299K	0.15%	120
2021 Q4	–	Sell	-5,530	Closed	-$332K	–	114
2021 Q3	$332K	Buy	+5,530	New	+$336K	0.18%	114
2020 Q4	$2.17M	Buy	+35,146	New	+$2.15M	1.4%	16

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UCFA

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

San Luis Wealth Advisors's IGIB Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2022, closing a stake of 5,272 shares — an estimated $312K sold.

San Luis Wealth Advisors first reported a position in IGIB in Q4 2020 and held it in 3 quarters. The position peaked at $2.17M in Q4 2020. 520 funds tracked by Wall St. Rank hold IGIB as of Q2 2022.

San Luis Wealth Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
San Luis Wealth Advisors sold 5,272 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $312K.
San Luis Wealth Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 3 quarters.
San Luis Wealth Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $2.17M in Q4 2020.
520 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.