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

Spectrum Management Group’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	$1.95M	Buy	40,441 +30,608	+311%	+$1.56M	0.42%	53
2022 Q2	$502K	Buy	+9,833	New	+$513K	0.12%	79
2022 Q1	–	Sell	-17,026	Closed	-$1.01M	–	334
2021 Q4	$1.01M	Buy	17,026 +1,149	+7%	+$68.4K	0.15%	88
2021 Q3	$954K	Sell	15,877 -724	-4%	-$44K	0.15%	83
2021 Q2	$1M	Buy	+16,601	New	+$994K	0.18%	85
2021 Q1	–	Sell	-16,032	Closed	-$991K	–	239
2020 Q4	$991K	Buy	16,032 +8,653	+117%	+$529K	0.21%	79
2020 Q3	$449K	Sell	7,379 -12,301	-63%	-$750K	0.11%	91
2020 Q2	$1.19M	Buy	+19,680	New	+$1.15M	0.3%	75
2014 Q1	–	Sell	-1,218	Closed	-$66K	–	145
2013 Q4	$66K	Buy	+1,218	New	+$65.9K	0.05%	52

Other funds holding IGIB

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

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UCFA

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Spectrum Management Group's IGIB Position: Q3 2022 in Review

Spectrum Management Group increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 311% in Q3 2022, buying an estimated $1.56M and bringing the position to 40,441 shares worth $1.95M. The position accounts for 0.42% of the portfolio, ranked #53.

Spectrum Management Group first reported a position in IGIB in Q4 2013 and has held it in 9 quarters since. 486 funds tracked by Wall St. Rank hold IGIB as of Q3 2022.

Spectrum Management Group held 40,441 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $1.95M as of Q3 2022.
Spectrum Management Group bought 30,608 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $1.56M.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.42% of Spectrum Management Group's portfolio in Q3 2022, its #53 holding.
Spectrum Management Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2013 and has held it in 9 quarters since.
486 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Spectrum Management Group's 13F filing for Q3 2022, filed 1 Nov 2022.