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

Summit Financial Group’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	-4,395	Closed	-$224K	–	192
2022 Q2	$224K	Sell	4,395 -44	-1%	-$2.29K	0.09%	185
2022 Q1	$244K	Sell	4,439 -845	-16%	-$47.9K	0.08%	187
2021 Q4	$313K	Buy	5,284 +125	+2%	+$7.44K	0.1%	172
2021 Q3	$310K	Buy	5,159 +135	+3%	+$8.2K	0.11%	168
2021 Q2	$304K	Buy	+5,024	New	+$301K	0.11%	161

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 $49B AUM 17.78% 1-Year Est. Return

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

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

Summit Financial Group's IGIB Position: Q3 2022 in Review

Summit Financial Group sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2022, closing a stake of 4,395 shares — an estimated $224K sold.

Summit Financial Group first reported a position in IGIB in Q2 2021 and held it in 5 quarters. The position peaked at $313K in Q4 2021. 486 funds tracked by Wall St. Rank hold IGIB as of Q3 2022.

Summit Financial Group reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Summit Financial Group sold 4,395 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $224K.
Summit Financial Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2021 and held it in 5 quarters.
Summit Financial Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $313K in Q4 2021.
486 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Summit Financial Group's 13F filing for Q3 2022, filed 12 Oct 2022.