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Sterling Investment Advisors (Pennsylvania)’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2021
Q1 		– Sell
-1,600
Closed -$99K – 520
2020
Q4 		$99K Hold
1,600
– – 0.03% 178
2020
Q3 		$97K Hold
1,600
– – 0.04% 164
2020
Q2 		$96K Hold
1,600
– – 0.04% 161
2020
Q1 		$87K Hold
1,600
– – 0.05% 152
2019
Q4 		$92K Hold
1,600
– – 0.04% 155
2019
Q3 		$93K Hold
1,600
– – 0.05% 155
2019
Q2 		$91K Hold
1,600
– – 0.05% 154
2019
Q1 		$88K Hold
1,600
– – 0.04% 161
2018
Q4 		$83K Hold
1,600
– – 0.05% 150
2018
Q3 		$85K Hold
1,600
– – 0.04% 167
2018
Q2 		$84K Hold
1,600
– – 0.05% 155
2018
Q1 		$86K Hold
1,600
– – 0.05% 153
2017
Q4 		$87K Hold
1,600
– – 0.05% 149
2017
Q3 		$88K Hold
1,600
– – 0.06% 140
2017
Q2 		$88K Hold
1,600
– – 0.06% 142
2017
Q1 		$87K Hold
1,600
– – 0.06% 140
2016
Q4 		$87K Buy
+1,600
New +$87.5K 0.07% 125

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s IGIB Position: Q1 2021 in Review

Sterling Investment Advisors (Pennsylvania) sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2021, closing a stake of 1,600 shares — an estimated $99K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in IGIB in Q4 2016 and held it in 17 quarters. The position peaked at $99K in Q4 2020. 532 funds tracked by Wall St. Rank hold IGIB as of Q1 2021.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 1,600 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $99K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2016 and held it in 17 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $99K in Q4 2020.
  • 532 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2021.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2021, filed 4 May 2021.