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

Shine Investment 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
2020 Q3	–	Sell	-80	Closed	-$5K	–	739
2020 Q2	$5K	Hold	80	–	–	﹤0.01%	638
2020 Q1	$4K	Hold	80	–	–	﹤0.01%	631
2019 Q4	$5K	Hold	80	–	–	﹤0.01%	662
2019 Q3	$5K	Hold	80	–	–	﹤0.01%	653
2019 Q2	$5K	Hold	80	–	–	﹤0.01%	617
2019 Q1	$4K	Hold	80	–	–	﹤0.01%	640
2018 Q4	$4K	Buy	+80	New	+$4.18K	﹤0.01%	624

Other funds holding IGIB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

RBA

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

UCFA

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Shine Investment Advisory Services's IGIB Position: Q3 2020 in Review

Shine Investment Advisory Services sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2020, closing a stake of 80 shares — an estimated $5K sold.

Shine Investment Advisory Services first reported a position in IGIB in Q4 2018 and held it in 7 quarters. The position peaked at $5K in Q2 2020. 493 funds tracked by Wall St. Rank hold IGIB as of Q3 2020.

Shine Investment Advisory Services reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
Shine Investment Advisory Services sold 80 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2020, an estimated $5K.
Shine Investment Advisory Services first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2018 and held it in 7 quarters.
Shine Investment Advisory Services's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $5K in Q2 2020.
493 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.