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

Surevest’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	$330K	Sell	6,835 -754	-10%	-$38.5K	0.09%	121
2022 Q2	$387K	Sell	7,589 -1,537	-17%	-$80.1K	0.1%	116
2022 Q1	$501K	Sell	9,126 -36,498	-80%	-$2.07M	0.12%	114
2021 Q4	$2.7M	Sell	45,624 -445	-1%	-$26.5K	0.64%	66
2021 Q3	$2.77M	Buy	46,069 +1,623	+4%	+$98.6K	0.7%	64
2021 Q2	$2.69M	Buy	44,446 +807	+2%	+$48.3K	0.7%	66
2021 Q1	$2.58M	Buy	43,639 +189	+0.4%	+$11.4K	0.78%	64
2020 Q4	$2.69M	Buy	43,450 +2,650	+6%	+$162K	0.9%	59
2020 Q3	$2.48M	Sell	40,800 -1,351	-3%	-$82.4K	0.98%	57
2020 Q2	$2.54M	Buy	42,151 +2,512	+6%	+$146K	1.13%	56
2020 Q1	$2.18M	Buy	39,639 +35,123	+778%	+$2.03M	1.18%	54
2019 Q4	$262K	Buy	+4,516	New	+$261K	0.11%	124

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

Surevest's IGIB Position: Q3 2022 in Review

Surevest reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 9.9% in Q3 2022, selling an estimated $38.5K and leaving 6,835 shares worth $330K. The position accounts for 0.09% of the portfolio, ranked #121.

Surevest first reported a position in IGIB in Q4 2019 and has held it in 12 quarters since. The position peaked at $2.77M in Q3 2021. 486 funds tracked by Wall St. Rank hold IGIB as of Q3 2022.

Surevest held 6,835 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $330K as of Q3 2022.
Surevest sold 754 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $38.5K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.09% of Surevest's portfolio in Q3 2022, its #121 holding.
Surevest first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 12 quarters since.
Surevest's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $2.77M in Q3 2021.
486 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.