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

USAdvisors 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
2022
Q4 		– Sell
-11,465
Closed -$554K – 116
2022
Q3 		$554K Sell
11,465
-35
-0.3% -$1.79K 0.28% 72
2022
Q2 		$587K Sell
11,500
-102,151
-90% -$5.33M 0.29% 71
2022
Q1 		$6.24M Sell
113,651
-13,942
-11% -$790K 2.66% 12
2021
Q4 		$7.56M Buy
127,593
+1,568
+1% +$93.3K 3.08% 10
2021
Q3 		$7.57M Buy
126,025
+23,374
+23% +$1.42M 3.28% 9
2021
Q2 		$6.21M Sell
102,651
-19,952
-16% -$1.19M 3.37% 8
2021
Q1 		$7.26M Buy
122,603
+1,032
+0.8% +$62.4K 3.51% 7
2020
Q4 		$7.51M Sell
121,571
-8,966
-7% -$548K 3.61% 10
2020
Q3 		$7.95K Buy
130,537
+2,103
+2% +$128K 1.24% 10
2020
Q2 		$7.75M Buy
128,434
+11,721
+10% +$683K 4.12% 9
2020
Q1 		$6.41M Sell
116,713
-30,404
-21% -$1.76M 3.96% 10
2019
Q4 		$8.53M Buy
147,117
+56,852
+63% +$3.29M 4.42% 10
2019
Q3 		$5.23M Buy
90,265
+2,752
+3% +$158K 2.7% 15
2019
Q2 		$4.98K Buy
+87,513
New +$4.86M 2.13% 14

Other funds holding IGIB

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

USAdvisors Wealth Management's IGIB Position: Q4 2022 in Review

USAdvisors Wealth Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2022, closing a stake of 11,465 shares — an estimated $554K sold.

USAdvisors Wealth Management first reported a position in IGIB in Q2 2019 and held it in 14 quarters. The position peaked at $8.53M in Q4 2019. 506 funds tracked by Wall St. Rank hold IGIB as of Q4 2022.

  • USAdvisors Wealth Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • USAdvisors Wealth Management sold 11,465 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $554K.
  • USAdvisors Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2019 and held it in 14 quarters.
  • USAdvisors Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $8.53M in Q4 2019.
  • 506 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2022.

Based on USAdvisors Wealth Management's 13F filing for Q4 2022, filed 10 Feb 2023.