Stewardship Financial Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Stewardship Financial Advisors’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	-400	Closed	-$25K	–	99
2020 Q4	$25K	Buy	+400	New	+$24.5K	0.01%	82
2020 Q1	–	Sell	-400	Closed	-$23K	–	72
2019 Q4	$23K	Buy	+400	New	+$23.2K	0.01%	77
2017 Q1	–	Sell	-5,824	Closed	-$315K	–	45
2016 Q4	$315K	Sell	5,824 -3,846	-40%	-$210K	0.2%	41
2016 Q3	$538K	Buy	9,670 +668	+7%	+$37.2K	0.34%	39
2016 Q2	$501K	Sell	9,002 -54,656	-86%	-$3.01M	0.34%	38
2016 Q1	$3.49M	Sell	63,658 -1,702	-3%	-$91.9K	2.76%	13
2015 Q4	$3.51M	Buy	+65,360	New	+$3.54M	2.81%	10

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

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

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

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

Stewardship Financial Advisors's IGIB Position: Q1 2021 in Review

Stewardship Financial Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2021, closing a stake of 400 shares — an estimated $25K sold.

Stewardship Financial Advisors first reported a position in IGIB in Q4 2015 and held it in 7 quarters. The position peaked at $3.51M in Q4 2015. 532 funds tracked by Wall St. Rank hold IGIB as of Q1 2021.

Stewardship Financial Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Stewardship Financial Advisors sold 400 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $25K.
Stewardship Financial Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2015 and held it in 7 quarters.
Stewardship Financial Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $3.51M in Q4 2015.
532 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.