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SW
SVB Wealth’s
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
Stock Holding History
SVB Wealth’s Portfolio
IGIB Stock Details
IGIB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q2
–
Sell
-4,161
Closed
-$213K
–
958
2023
Q1
$213K
Hold
4,161
–
–
﹤0.01%
860
2022
Q4
$206K
Hold
4,161
–
–
﹤0.01%
902
2022
Q3
$201K
Hold
4,161
–
–
﹤0.01%
853
2022
Q2
$212K
Buy
4,161
+3,530
+559%
+$184K
﹤0.01%
662
2022
Q1
$34K
Sell
631
-4,090
-87%
-$232K
﹤0.01%
753
2021
Q4
$279K
Sell
4,721
-3,271
-41%
-$195K
﹤0.01%
607
2021
Q3
$479K
Sell
7,992
-495
-6%
-$30.1K
0.01%
612
2021
Q2
$513K
Hold
8,487
–
–
0.01%
568
2021
Q1
$502K
Sell
8,487
-560
-6%
-$33.9K
0.01%
520
2020
Q4
$558K
Sell
9,047
-1,903
-17%
-$116K
0.01%
442
2020
Q3
$665K
Buy
10,950
+2,658
+32%
+$162K
0.01%
357
2020
Q2
$501K
Buy
8,292
+3,412
+70%
+$199K
0.01%
363
2020
Q1
$268K
Sell
4,880
-1,974
-29%
-$114K
0.01%
408
2019
Q4
$397K
Buy
6,854
+1,514
+28%
+$87.6K
0.01%
458
2019
Q3
$309K
Hold
5,340
–
–
0.01%
430
2019
Q2
$304K
Buy
+5,340
New
+$296K
0.01%
440
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14.31%
1-Year Est. Return
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17.66%
1-Year Est. Return
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1-Year Est. Return
JSTA
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$4.81B AUM
4.62%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UCFA
United Capital Financial Advisors
Irving, Texas
$16.3B AUM
16.34%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
AC
Allstate Corporation
Northbrook, Illinois
$9.35B AUM
16.13%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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