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

Torch Wealth 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
2019 Q4	$360K	Hold	6,225	–	–	0.2%	83
2019 Q3	$361K	Sell	6,225 -475	-7%	-$27.3K	0.21%	82
2019 Q2	$382K	Hold	6,700	–	–	0.23%	77
2019 Q1	$369K	Hold	6,700	–	–	0.23%	80
2018 Q4	$351K	Sell	6,700 -200	-3%	-$10.5K	0.25%	72
2018 Q3	$366K	Hold	6,900	–	–	0.22%	83
2018 Q2	$367K	Sell	6,900 -300	-4%	-$15.9K	0.23%	80
2018 Q1	$386K	Hold	7,200	–	–	0.25%	79
2017 Q4	$393K	Sell	7,200 -650	-8%	-$35.6K	0.24%	83
2017 Q3	$432K	Hold	7,850	–	–	0.28%	73
2017 Q2	$431K	Hold	7,850	–	–	0.3%	72
2017 Q1	$428K	Sell	7,850 -300	-4%	-$16.3K	0.29%	74
2016 Q4	$441K	Hold	8,150	–	–	0.31%	72
2016 Q3	$454K	Hold	8,150	–	–	0.33%	67
2016 Q2	$453K	Hold	8,150	–	–	0.33%	71
2016 Q1	$447K	Hold	8,150	–	–	0.34%	66
2015 Q4	$437K	Hold	8,150	–	–	0.32%	69
2015 Q3	$443K	Hold	8,150	–	–	0.34%	64
2015 Q2	$444K	Buy	+8,150	New	+$447K	0.31%	70
2014 Q4	–	Sell	-7,350	Closed	-$402K	–	97
2014 Q3	$402K	Hold	7,350	–	–	0.29%	72
2014 Q2	$405K	Hold	7,350	–	–	0.27%	73
2014 Q1	$401K	Buy	7,350 +900	+14%	+$49K	0.29%	70
2013 Q4	$348K	Buy	+6,450	New	+$349K	0.27%	73

Other funds holding IGIB

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

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

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

UCFA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Torch Wealth Management's IGIB Position: Q4 2019 in Review

Torch Wealth Management held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q4 2019 at 6,225 shares worth $360K. The position accounts for 0.2% of the portfolio, ranked #83.

Torch Wealth Management first reported a position in IGIB in Q4 2013 and has held it in 23 quarters since. The position peaked at $454K in Q3 2016. 506 funds tracked by Wall St. Rank hold IGIB as of Q4 2019.

Torch Wealth Management held 6,225 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $360K as of Q4 2019.
Torch Wealth Management left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q4 2019.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.2% of Torch Wealth Management's portfolio in Q4 2019, its #83 holding.
Torch Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2013 and has held it in 23 quarters since.
Torch Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $454K in Q3 2016.
506 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.