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

TimeScale Financial’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 Q1	–	Sell	-6,585	Closed	-$318K	–	645
2022 Q4	$318K	Hold	6,585	–	–	0.09%	40
2022 Q3	$318K	Sell	6,585 -108	-2%	-$5.52K	0.09%	40
2022 Q2	$342K	Hold	6,693	–	–	0.09%	42
2022 Q1	$367K	Hold	6,693	–	–	0.09%	43
2021 Q4	$397K	Hold	6,693	–	–	0.09%	44
2021 Q3	$402K	Hold	6,693	–	–	0.1%	38
2021 Q2	$405K	Sell	6,693 -1,574	-19%	-$94.2K	0.1%	40
2021 Q1	$490K	Buy	8,267 +7	+0.1%	+$423	0.13%	35
2020 Q4	$510K	Buy	8,260 +377	+5%	+$23.1K	0.14%	31
2020 Q3	$480K	Buy	7,883 +12	+0.2%	+$732	0.14%	30
2020 Q2	$475K	Buy	7,871 +4	+0.1%	+$233	0.15%	27
2020 Q1	$432K	Buy	7,867 +4,330	+122%	+$250K	0.13%	28
2019 Q4	$205K	Hold	3,537	–	–	0.06%	83
2019 Q3	$205K	Sell	3,537 -188	-5%	-$10.8K	0.07%	79
2019 Q2	$212K	Buy	+3,725	New	+$207K	0.08%	79
2019 Q1	–	Sell	-4,511	Closed	-$236K	–	87
2018 Q4	$236K	Buy	+4,511	New	+$236K	0.14%	74

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

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

JSTA

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TimeScale Financial's IGIB Position: Q1 2023 in Review

TimeScale Financial sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2023, closing a stake of 6,585 shares — an estimated $318K sold.

TimeScale Financial first reported a position in IGIB in Q4 2018 and held it in 16 quarters. The position peaked at $510K in Q4 2020. 501 funds tracked by Wall St. Rank hold IGIB as of Q1 2023.

TimeScale Financial reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
TimeScale Financial sold 6,585 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $318K.
TimeScale Financial first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2018 and held it in 16 quarters.
TimeScale Financial's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $510K in Q4 2020.
501 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2023.

Based on TimeScale Financial's 13F filing for Q1 2023, filed 24 Apr 2023.