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

Sonora Investment 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
2020
Q4 		– Sell
-314
Closed -$19K – 1731
2020
Q3 		$19K Buy
+314
New +$19.2K ﹤0.01% 928
2018
Q2 		– Sell
-100
Closed -$5.36K – 1193
2018
Q1 		$5.36K Sell
100
-412
-80% -$22.2K ﹤0.01% 934
2017
Q4 		$28K Buy
+512
New +$28.1K ﹤0.01% 504

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sonora Investment Management's IGIB Position: Q4 2020 in Review

Sonora Investment Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2020, closing a stake of 314 shares — an estimated $19K sold.

Sonora Investment Management first reported a position in IGIB in Q4 2017 and held it in 3 quarters. The position peaked at $28K in Q4 2017. 543 funds tracked by Wall St. Rank hold IGIB as of Q4 2020.

  • Sonora Investment Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Sonora Investment Management sold 314 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2020, an estimated $19K.
  • Sonora Investment Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2017 and held it in 3 quarters.
  • Sonora Investment Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $28K in Q4 2017.
  • 543 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2020.

Based on Sonora Investment Management's 13F filing for Q4 2020, filed 13 Jan 2021.