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

Teamwork Financial 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
2022 Q1	–	Sell	-11,300	Closed	-$670K	–	287
2021 Q4	$670K	Hold	11,300	–	–	0.12%	158
2021 Q3	$679K	Buy	11,300 +706	+7%	+$42.9K	0.13%	121
2021 Q2	$641K	Sell	10,594 -4	-0%	-$239	0.13%	127
2021 Q1	$628K	Buy	+10,598	New	+$641K	0.15%	126

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Teamwork Financial Advisors's IGIB Position: Q1 2022 in Review

Teamwork Financial Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2022, closing a stake of 11,300 shares — an estimated $670K sold.

Teamwork Financial Advisors first reported a position in IGIB in Q1 2021 and held it in 4 quarters. The position peaked at $679K in Q3 2021. 549 funds tracked by Wall St. Rank hold IGIB as of Q1 2022.

Teamwork Financial Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Teamwork Financial Advisors sold 11,300 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $670K.
Teamwork Financial Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2021 and held it in 4 quarters.
Teamwork Financial Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $679K in Q3 2021.
549 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Teamwork Financial Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.