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

Toth Financial Advisory’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 Q3	–	Sell	-62	Closed	-$4K	–	573
2020 Q2	$4K	Buy	+62	New	+$3.61K	﹤0.01%	423
2018 Q4	–	Sell	-380	Closed	-$20K	–	429
2018 Q3	$20K	Hold	380	–	–	﹤0.01%	269
2018 Q2	$20K	Hold	380	–	–	﹤0.01%	270
2018 Q1	$20K	Sell	380 -1,140	-75%	-$61.4K	﹤0.01%	267
2017 Q4	$83K	Buy	+1,520	New	+$83.3K	0.02%	181

Other funds holding IGIB

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

UCFA

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

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

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

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

Toth Financial Advisory's IGIB Position: Q3 2020 in Review

Toth Financial Advisory sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2020, closing a stake of 62 shares — an estimated $4K sold.

Toth Financial Advisory first reported a position in IGIB in Q4 2017 and held it in 5 quarters. The position peaked at $83K in Q4 2017. 492 funds tracked by Wall St. Rank hold IGIB as of Q3 2020.

Toth Financial Advisory reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
Toth Financial Advisory sold 62 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2020, an estimated $4K.
Toth Financial Advisory first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2017 and held it in 5 quarters.
Toth Financial Advisory's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $83K in Q4 2017.
492 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2020.

Based on Toth Financial Advisory's 13F filing for Q3 2020, filed 16 Oct 2020.