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

Shaker Investments’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 Q1	–	Sell	-8,672	Closed	-$514K	–	93
2021 Q4	$514K	Buy	8,672 +1,297	+18%	+$77.2K	0.22%	78
2021 Q3	$443K	Buy	7,375 +3	+0%	+$182	0.2%	78
2021 Q2	$446K	Buy	7,372 +2	+0%	+$120	0.21%	75
2021 Q1	$437K	Buy	7,370 +8	+0.1%	+$484	0.21%	75
2020 Q4	$455K	Buy	7,362 +4	+0.1%	+$245	0.23%	70
2020 Q3	$447K	Buy	7,358 +3	+0%	+$183	0.23%	68
2020 Q2	$444K	Buy	7,355 +3	+0%	+$175	0.25%	64
2020 Q1	$404K	Buy	7,352 +3	+0%	+$173	0.35%	58
2019 Q4	$426K	Buy	7,349 +4	+0.1%	+$232	0.25%	71
2019 Q3	$425K	Buy	7,345 +54	+0.7%	+$3.1K	0.28%	69
2019 Q2	$415K	Buy	7,291 +381	+6%	+$21.1K	0.28%	68
2019 Q1	$381K	Hold	6,910	–	–	0.26%	63
2018 Q4	$362K	Hold	6,910	–	–	0.31%	49
2018 Q3	$367K	Hold	6,910	–	–	0.23%	59
2018 Q2	$367K	Hold	6,910	–	–	0.23%	63
2018 Q1	$371K	Hold	6,910	–	–	0.23%	66
2017 Q4	$377K	Hold	6,910	–	–	0.25%	58
2017 Q3	$381K	Hold	6,910	–	–	0.27%	57
2017 Q2	$379K	Hold	6,910	–	–	0.29%	56
2017 Q1	$376K	Hold	6,910	–	–	0.29%	55
2016 Q4	$374K	Hold	6,910	–	–	0.3%	55
2016 Q3	$385K	Buy	+6,910	New	+$385K	0.31%	61

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 22.96% 1-Year Est. Return

MYLI

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

UCFA

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

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

Jane Street New York $1.21T AUM 78.12% 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

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

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

Shaker Investments's IGIB Position: Q1 2022 in Review

Shaker Investments sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2022, closing a stake of 8,672 shares — an estimated $514K sold.

Shaker Investments first reported a position in IGIB in Q3 2016 and held it in 22 quarters. The position peaked at $514K in Q4 2021. 547 funds tracked by Wall St. Rank hold IGIB as of Q1 2022.

Shaker Investments reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Shaker Investments sold 8,672 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $514K.
Shaker Investments first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2016 and held it in 22 quarters.
Shaker Investments's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $514K in Q4 2021.
547 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Shaker Investments's 13F filing for Q1 2022, filed 27 Apr 2022.