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

Telemus Capital’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
Q2 		– Sell
-3,887
Closed -$213K – 363
2022
Q1 		$213K Sell
3,887
-915
-19% -$51.9K 0.02% 326
2021
Q4 		$285K Buy
4,802
+556
+13% +$33.1K 0.02% 309
2021
Q3 		$255K Buy
4,246
+334
+9% +$20.3K 0.02% 299
2021
Q2 		$237K Buy
3,912
+421
+12% +$25.2K 0.02% 314
2021
Q1 		$206K Buy
+3,491
New +$211K 0.01% 373
2020
Q1 		– Sell
-5,255
Closed -$305K – 402
2019
Q4 		$305K Sell
5,255
-99
-2% -$5.73K 0.02% 314
2019
Q3 		$310K Hold
5,354
– – 0.02% 302
2019
Q2 		$308K Sell
5,354
-2,170
-29% -$120K 0.03% 289
2019
Q1 		$415K Sell
7,524
-5,789
-43% -$311K 0.03% 292
2018
Q4 		$698K Sell
13,313
-265,873
-95% -$13.9M 0.06% 220
2018
Q3 		$14.8M Sell
279,186
-22,366
-7% -$1.19M 1.11% 18
2018
Q2 		$16M Buy
301,552
+16,520
+6% +$878K 1.24% 13
2018
Q1 		$15.3M Buy
285,032
+11,696
+4% +$630K 1.22% 12
2017
Q4 		$14.9M Buy
273,336
+11,106
+4% +$609K 1.15% 12
2017
Q3 		$14.4M Buy
262,230
+8,282
+3% +$456K 1.64% 7
2017
Q2 		$13.9M Buy
253,948
+1,310
+0.5% +$71.8K 1.41% 10
2017
Q1 		$13.8M Sell
252,638
-24,008
-9% -$1.3M 1.43% 9
2016
Q4 		$15M Buy
276,646
+22,944
+9% +$1.25M 2.03% 4
2016
Q3 		$14.1M Buy
253,702
+5,548
+2% +$309K 1.58% 7
2016
Q2 		$13.8M Buy
248,154
+129,842
+110% +$7.15M 1.71% 8
2016
Q1 		$6.49M Buy
+118,312
New +$6.39M 1.08% 15

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return

Telemus Capital's IGIB Position: Q2 2022 in Review

Telemus Capital sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2022, closing a stake of 3,887 shares — an estimated $213K sold.

Telemus Capital first reported a position in IGIB in Q1 2016 and held it in 21 quarters. The position peaked at $16M in Q2 2018. 519 funds tracked by Wall St. Rank hold IGIB as of Q2 2022.

  • Telemus Capital reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Telemus Capital sold 3,887 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $213K.
  • Telemus Capital first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2016 and held it in 21 quarters.
  • Telemus Capital's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $16M in Q2 2018.
  • 519 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Telemus Capital's 13F filing for Q2 2022, filed 3 Aug 2022.