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

Sutton Wealth Advisors’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
2018
Q2 		– Sell
-970
Closed -$52K – 1144
2018
Q1 		$52K Buy
+970
New +$52.3K 0.04% 264

Other funds holding IGIB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sutton Wealth Advisors's IGIB Position: Q2 2018 in Review

Sutton Wealth Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2018, closing a stake of 970 shares — an estimated $52K sold.

Sutton Wealth Advisors first reported a position in IGIB in Q1 2018 and held it in 1 quarter. The position peaked at $52K in Q1 2018. 366 funds tracked by Wall St. Rank hold IGIB as of Q2 2018.

  • Sutton Wealth Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Sutton Wealth Advisors sold 970 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2018, an estimated $52K.
  • Sutton Wealth Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2018 and held it in 1 quarter.
  • Sutton Wealth Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $52K in Q1 2018.
  • 366 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2018.

Based on Sutton Wealth Advisors's 13F filing for Q2 2018, filed 6 Nov 2023.