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

Tevis Investment Management’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 Q4	–	Sell	-614	Closed	-$30K	–	132
2022 Q3	$30K	Sell	614 -2	-0.3%	-$102	0.03%	227
2022 Q2	$31K	Sell	616 -277	-31%	-$14.4K	0.03%	225
2022 Q1	$49K	Buy	893 +4	+0.4%	+$227	0.04%	201
2021 Q4	$52K	Buy	+889	New	+$52.9K	0.05%	203

Other funds holding IGIB

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UCFA

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Tevis Investment Management's IGIB Position: Q4 2022 in Review

Tevis Investment Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2022, closing a stake of 614 shares — an estimated $30K sold.

Tevis Investment Management first reported a position in IGIB in Q4 2021 and held it in 4 quarters. The position peaked at $52K in Q4 2021. 506 funds tracked by Wall St. Rank hold IGIB as of Q4 2022.

Tevis Investment Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Tevis Investment Management sold 614 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $30K.
Tevis Investment Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
Tevis Investment Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $52K in Q4 2021.
506 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Tevis Investment Management's 13F filing for Q4 2022, filed 31 Jan 2023.