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

Stone Asset 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
2022
Q3 		– Sell
-10,836
Closed -$553K – 43
2022
Q2 		$553K Sell
10,836
-12,629
-54% -$658K 0.35% 33
2022
Q1 		$1.29M Buy
+23,465
New +$1.33M 0.72% 26

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
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
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stone Asset Management's IGIB Position: Q3 2022 in Review

Stone Asset Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2022, closing a stake of 10,836 shares — an estimated $553K sold.

Stone Asset Management first reported a position in IGIB in Q1 2022 and held it in 2 quarters. The position peaked at $1.29M in Q1 2022. 486 funds tracked by Wall St. Rank hold IGIB as of Q3 2022.

  • Stone Asset Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Stone Asset Management sold 10,836 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $553K.
  • Stone Asset Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2022 and held it in 2 quarters.
  • Stone Asset Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.29M in Q1 2022.
  • 486 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Stone Asset Management's 13F filing for Q3 2022, filed 20 Oct 2022.