Sturgeon Ventures’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Sturgeon Ventures’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 Q4	–	Sell	-2,946	Closed	-$177K	–	46
2021 Q3	$177K	Hold	2,946	–	–	0.09%	44
2021 Q2	$178K	Hold	2,946	–	–	0.09%	41
2021 Q1	$174K	Hold	2,946	–	–	0.1%	40
2020 Q4	$182K	Hold	2,946	–	–	0.11%	40
2020 Q3	$179K	Buy	+2,946	New	+$180K	0.14%	38

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

UCFA

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sturgeon Ventures's IGIB Position: Q4 2021 in Review

Sturgeon Ventures sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2021, closing a stake of 2,946 shares — an estimated $177K sold.

Sturgeon Ventures first reported a position in IGIB in Q3 2020 and held it in 5 quarters. The position peaked at $182K in Q4 2020. 550 funds tracked by Wall St. Rank hold IGIB as of Q4 2021.

Sturgeon Ventures reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Sturgeon Ventures sold 2,946 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $177K.
Sturgeon Ventures first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2020 and held it in 5 quarters.
Sturgeon Ventures's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $182K in Q4 2020.
550 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Sturgeon Ventures's 13F filing for Q4 2021, filed 31 Jan 2022.