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

Simplicity Solutions’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
-5,332
Closed -$272K – 672
2022
Q2 		$272K Sell
5,332
-1,365
-20% -$71.2K 0.04% 464
2022
Q1 		$367K Buy
+6,697
New +$380K 0.05% 389
2021
Q4 		– Sell
-7,003
Closed -$421K – 526
2021
Q3 		$421K Buy
7,003
+324
+5% +$19.7K 0.06% 318
2021
Q2 		$404K Sell
6,679
-2,880
-30% -$172K 0.08% 283
2021
Q1 		$566K Sell
9,559
-37,183
-80% -$2.25M 0.12% 174
2020
Q4 		$2.89M Buy
46,742
+13,976
+43% +$855K 0.04% 309
2020
Q3 		$1.99M Sell
32,766
-961
-3% -$58.6K 0.04% 328
2020
Q2 		$2.04M Buy
33,727
+12,546
+59% +$731K 0.04% 307
2020
Q1 		$1.16M Buy
21,181
+1,544
+8% +$89.2K 0.04% 314
2019
Q4 		$1.14M Buy
19,637
+4,577
+30% +$265K 0.03% 365
2019
Q3 		$872K Buy
15,060
+9,794
+186% +$563K 0.04% 328
2019
Q2 		$300K Buy
5,266
+160
+3% +$8.88K 0.01% 493
2019
Q1 		$282K Sell
5,106
-6,992
-58% -$376K 0.02% 555
2018
Q4 		$634K Buy
12,098
+5,081
+72% +$266K 0.08% 262
2018
Q3 		$373K Buy
+7,017
New +$374K 0.02% 327
2018
Q2 		– Sell
-65,872
Closed -$3.53M – 500
2018
Q1 		$3.53M Sell
65,872
-15,852
-19% -$854K 0.31% 46
2017
Q4 		$4.46M Buy
81,724
+55,462
+211% +$3.04M 0.43% 41
2017
Q3 		$1.45M Sell
26,262
-64,192
-71% -$3.53M 0.98% 19
2017
Q2 		$4.96M Buy
90,454
+8,888
+11% +$487K 0.59% 28
2017
Q1 		$4.44M Buy
81,566
+39,330
+93% +$2.14M 0.68% 18
2016
Q4 		$2.29M Sell
42,236
-5,970
-12% -$326K 0.53% 32
2016
Q3 		$2.68M Buy
48,206
+27,374
+131% +$1.52M 1.31% 10
2016
Q2 		$1.16M Sell
20,832
-1,266
-6% -$69.7K 0.62% 32
2016
Q1 		$1.21M Sell
22,098
-3,010
-12% -$163K 0.74% 23
2015
Q4 		$1.35M Buy
25,108
+7,706
+44% +$417K 0.16% 182
2015
Q3 		$945K Buy
17,402
+4,936
+40% +$268K 1.02% 20
2015
Q2 		$679K Buy
+12,466
New +$684K 0.64% 32

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
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
Charles Schwab
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Simplicity Solutions's IGIB Position: Q3 2022 in Review

Simplicity Solutions sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2022, closing a stake of 5,332 shares — an estimated $272K sold.

Simplicity Solutions first reported a position in IGIB in Q2 2015 and held it in 27 quarters. The position peaked at $4.96M in Q2 2017. 485 funds tracked by Wall St. Rank hold IGIB as of Q3 2022.

  • Simplicity Solutions reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Simplicity Solutions sold 5,332 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $272K.
  • Simplicity Solutions first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2015 and held it in 27 quarters.
  • Simplicity Solutions's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $4.96M in Q2 2017.
  • 485 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Simplicity Solutions's 13F filing for Q3 2022, filed 12 Oct 2022.