Sanford Advisory Services’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Sanford Advisory Services’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 Q4	$522K	Sell	10,538 -5,485	-34%	-$269K	0.12%	83
2022 Q3	$774K	Buy	16,023 +71	+0.4%	+$3.63K	0.22%	53
2022 Q2	$815K	Sell	15,952 -635	-4%	-$33.1K	0.23%	51
2022 Q1	$910K	Sell	16,587 -1,494	-8%	-$84.7K	0.25%	42
2021 Q4	$1.07M	Buy	18,081 +50	+0.3%	+$2.98K	0.24%	41
2021 Q3	$1.08M	Sell	18,031 -963	-5%	-$58.5K	0.27%	38
2021 Q2	$1.15M	Hold	18,994	–	–	0.3%	35
2021 Q1	$1.13M	Sell	18,994 -918	-5%	-$55.5K	0.31%	35
2020 Q4	$1.23M	Buy	+19,912	New	+$1.22M	0.39%	31

Other funds holding IGIB

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UCFA

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

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

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

Sanford Advisory Services's IGIB Position: Q4 2022 in Review

Sanford Advisory Services reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 34% in Q4 2022, selling an estimated $269K and leaving 10,538 shares worth $522K. The position accounts for 0.12% of the portfolio, ranked #83.

Sanford Advisory Services first reported a position in IGIB in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.23M in Q4 2020. 506 funds tracked by Wall St. Rank hold IGIB as of Q4 2022.

Sanford Advisory Services held 10,538 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $522K as of Q4 2022.
Sanford Advisory Services sold 5,485 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $269K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.12% of Sanford Advisory Services's portfolio in Q4 2022, its #83 holding.
Sanford Advisory Services first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 9 quarters since.
Sanford Advisory Services's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.23M in Q4 2020.
506 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.