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TFO Wealth Partners’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

TFO Wealth Partners’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
2020
Q1 		– Sell
-787
Closed -$45K – 149
2019
Q4 		$45K Buy
+787
New +$45.6K 0.04% 67

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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

TFO Wealth Partners's IGIB Position: Q1 2020 in Review

TFO Wealth Partners sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2020, closing a stake of 787 shares — an estimated $45K sold.

TFO Wealth Partners first reported a position in IGIB in Q4 2019 and held it in 1 quarter. The position peaked at $45K in Q4 2019. 491 funds tracked by Wall St. Rank hold IGIB as of Q1 2020.

  • TFO Wealth Partners reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • TFO Wealth Partners sold 787 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $45K.
  • TFO Wealth Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 1 quarter.
  • TFO Wealth Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $45K in Q4 2019.
  • 491 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2020.

Based on TFO Wealth Partners's 13F filing for Q1 2020, filed 20 Apr 2020.