SeaCrest Wealth Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

SeaCrest Wealth Management’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 Q3	–	Sell	-874	Closed	-$45K	–	1030
2022 Q2	$45K	Buy	+874	New	+$45.6K	0.01%	1166
2019 Q2	–	Sell	-1,092	Closed	-$60K	–	1129
2019 Q1	$60K	Hold	1,092	–	–	0.01%	873
2018 Q4	$57K	Sell	1,092 -1,800	-62%	-$94.2K	0.01%	850
2018 Q3	$154K	Hold	2,892	–	–	0.03%	600
2018 Q2	$154K	Hold	2,892	–	–	0.03%	583
2018 Q1	$155K	Hold	2,892	–	–	0.03%	567
2017 Q4	$158K	Buy	+2,892	New	+$158K	0.03%	570

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SeaCrest Wealth Management's IGIB Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2022, closing a stake of 874 shares — an estimated $45K sold.

SeaCrest Wealth Management first reported a position in IGIB in Q4 2017 and held it in 7 quarters. The position peaked at $158K in Q4 2017. 485 funds tracked by Wall St. Rank hold IGIB as of Q3 2022.

SeaCrest Wealth Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 874 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $45K.
SeaCrest Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $158K in Q4 2017.
485 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.