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

Ten Capital 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
2023 Q2	$123K	Sell	2,435 -464	-16%	-$23.6K	0.04%	173
2023 Q1	$149K	Sell	2,899 -519	-15%	-$26.3K	0.05%	133
2022 Q4	$169K	Buy	3,418 +3,409	+37,878%	+$167K	0.07%	94
2022 Q3	$0	Hold	9	–	–	﹤0.01%	589
2022 Q2	$0	Hold	9	–	–	﹤0.01%	490
2022 Q1	$0	Hold	9	–	–	﹤0.01%	508
2021 Q4	$1K	Buy	+9	New	+$536	﹤0.01%	442

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 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 $58.2B AUM 22.78% 1-Year Est. Return

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

Ten Capital Wealth Advisors's IGIB Position: Q2 2023 in Review

Ten Capital Wealth Advisors reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 16% in Q2 2023, selling an estimated $23.6K and leaving 2,435 shares worth $123K. The position accounts for 0.04% of the portfolio, ranked #173.

Ten Capital Wealth Advisors first reported a position in IGIB in Q4 2021 and has held it in 7 quarters since. The position peaked at $169K in Q4 2022. 525 funds tracked by Wall St. Rank hold IGIB as of Q2 2023.

Ten Capital Wealth Advisors held 2,435 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $123K as of Q2 2023.
Ten Capital Wealth Advisors sold 464 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $23.6K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.04% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #173 holding.
Ten Capital Wealth Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 7 quarters since.
Ten Capital Wealth Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $169K in Q4 2022.
525 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.