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

Successful Portfolios’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 Q2	–	Sell	-6,706	Closed	-$368K	–	199
2022 Q1	$368K	Sell	6,706 -913	-12%	-$51.8K	0.21%	122
2021 Q4	$452K	Sell	7,619 -350	-4%	-$20.8K	0.25%	102
2021 Q3	$479K	Sell	7,969 -325	-4%	-$19.7K	0.29%	89
2021 Q2	$502K	Sell	8,294 -460	-5%	-$27.5K	0.3%	86
2021 Q1	$518K	Buy	8,754 +171	+2%	+$10.3K	0.34%	83
2020 Q4	$530K	Buy	8,583 +106	+1%	+$6.49K	0.38%	71
2020 Q3	$515K	Buy	8,477 +1,675	+25%	+$102K	0.41%	68
2020 Q2	$411K	Sell	6,802 -3,858	-36%	-$225K	0.36%	81
2020 Q1	$585K	Buy	10,660 +6,944	+187%	+$401K	0.59%	47
2019 Q4	$215K	Buy	+3,716	New	+$215K	0.19%	142

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

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 Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

Successful Portfolios's IGIB Position: Q2 2022 in Review

Successful Portfolios sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2022, closing a stake of 6,706 shares — an estimated $368K sold.

Successful Portfolios first reported a position in IGIB in Q4 2019 and held it in 10 quarters. The position peaked at $585K in Q1 2020. 520 funds tracked by Wall St. Rank hold IGIB as of Q2 2022.

Successful Portfolios reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Successful Portfolios sold 6,706 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $368K.
Successful Portfolios first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 10 quarters.
Successful Portfolios's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $585K in Q1 2020.
520 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Successful Portfolios's 13F filing for Q2 2022, filed 22 Jul 2022.