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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
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

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

SVB Wealth's IGIB Position: Q2 2023 in Review

SVB Wealth sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2023, closing a stake of 4,161 shares — an estimated $213K sold.

SVB Wealth first reported a position in IGIB in Q2 2019 and held it in 16 quarters. The position peaked at $665K in Q3 2020. 524 funds tracked by Wall St. Rank hold IGIB as of Q2 2023.

  • SVB Wealth reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • SVB Wealth sold 4,161 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $213K.
  • SVB Wealth first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2019 and held it in 16 quarters.
  • SVB Wealth's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $665K in Q3 2020.
  • 524 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2023.

Based on SVB Wealth's 13F filing for Q2 2023, filed 24 Jul 2023.