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

Stone House 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
Q2 		– Sell
-45,443
Closed -$2.5M – 36
2020
Q1 		$2.5M Sell
45,443
-40,076
-47% -$2.31M 1.46% 18
2019
Q4 		$4.96M Buy
+85,519
New +$4.95M 3.62% 9

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stone House Investment Management's IGIB Position: Q2 2020 in Review

Stone House Investment Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2020, closing a stake of 45,443 shares — an estimated $2.5M sold.

Stone House Investment Management first reported a position in IGIB in Q4 2019 and held it in 2 quarters. The position peaked at $4.96M in Q4 2019. 487 funds tracked by Wall St. Rank hold IGIB as of Q2 2020.

  • Stone House Investment Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Stone House Investment Management sold 45,443 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2020, an estimated $2.5M.
  • Stone House Investment Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 2 quarters.
  • Stone House Investment Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $4.96M in Q4 2019.
  • 487 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2020.

Based on Stone House Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.