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

Schechter Investment 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
-22,096
Closed -$1.21M – 979
2022
Q1 		$1.21M Sell
22,096
-3,669
-14% -$208K 0.11% 239
2021
Q4 		$1.53M Buy
+25,765
New +$1.53M 0.14% 182

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
Charles Schwab
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
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

Schechter Investment Advisors's IGIB Position: Q2 2022 in Review

Schechter Investment Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2022, closing a stake of 22,096 shares — an estimated $1.21M sold.

Schechter Investment Advisors first reported a position in IGIB in Q4 2021 and held it in 2 quarters. The position peaked at $1.53M in Q4 2021. 520 funds tracked by Wall St. Rank hold IGIB as of Q2 2022.

  • Schechter Investment Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Schechter Investment Advisors sold 22,096 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $1.21M.
  • Schechter Investment Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2021 and held it in 2 quarters.
  • Schechter Investment Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.53M in Q4 2021.
  • 520 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Schechter Investment Advisors's 13F filing for Q2 2022, filed 3 Nov 2022.