Sharkey, Howes & Javer’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Sharkey, Howes & Javer’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
2020 Q2	–	Sell	-111,477	Closed	-$6.12M	–	68
2020 Q1	$6.12M	Buy	111,477 +32,911	+42%	+$1.9M	3.19%	8
2019 Q4	$4.55M	Buy	78,566 +5,279	+7%	+$306K	1.93%	17
2019 Q3	$4.25M	Buy	73,287 +1,286	+2%	+$73.9K	1.83%	19
2019 Q2	$4.1M	Buy	72,001 +3,448	+5%	+$191K	1.86%	17
2019 Q1	$3.78M	Buy	68,553 +54,965	+405%	+$2.95M	1.76%	17
2018 Q4	$712K	Buy	13,588 +3,601	+36%	+$188K	0.46%	24
2018 Q3	$530K	Sell	9,987 -8,073	-45%	-$430K	0.28%	28
2018 Q2	$959K	Buy	18,060 +18,032	+64,400%	+$959K	0.53%	16
2018 Q1	$1K	Buy	+28	New	+$1.51K	﹤0.01%	202

Other funds holding IGIB

Financial Engines Advisors

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

Bank of America

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management

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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return