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

Tradition 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
2021
Q4 		– Sell
-53
Closed -$3K – 1202
2021
Q3 		$3K Hold
53
– – ﹤0.01% 1122
2021
Q2 		$3K Buy
+53
New +$3.17K ﹤0.01% 1137
2021
Q1 		– Sell
-53
Closed -$3K – 907
2020
Q4 		$3K Buy
+53
New +$3.24K ﹤0.01% 899

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tradition Wealth Management's IGIB Position: Q4 2021 in Review

Tradition Wealth Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2021, closing a stake of 53 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in IGIB in Q4 2020 and held it in 3 quarters. The position peaked at $3K in Q3 2021. 550 funds tracked by Wall St. Rank hold IGIB as of Q4 2021.

  • Tradition Wealth Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Tradition Wealth Management sold 53 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $3K.
  • Tradition Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 3 quarters.
  • Tradition Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $3K in Q3 2021.
  • 550 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Tradition Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.