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VWA
V Wealth Advisors’s
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
Stock Holding History
V Wealth Advisors’s Portfolio
IGIB Stock Details
IGIB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q2
–
Sell
-6,940
Closed
-$356K
–
394
2023
Q1
$356K
Buy
+6,940
New
+$352K
0.07%
251
2022
Q3
–
Sell
-4,442
Closed
-$227K
–
391
2022
Q2
$227K
Sell
4,442
-91
-2%
-$4.74K
0.04%
360
2022
Q1
$249K
Sell
4,533
-36
-0.8%
-$2.04K
0.04%
381
2021
Q4
$271K
Sell
4,569
-73
-2%
-$4.35K
0.04%
371
2021
Q3
$279K
Buy
+4,642
New
+$282K
0.04%
371
2020
Q2
–
Sell
-9,082
Closed
-$499K
–
366
2020
Q1
$499K
Buy
9,082
+1,876
+26%
+$108K
0.16%
151
2019
Q4
$417K
Hold
7,206
–
–
0.15%
161
2019
Q3
$417K
Buy
7,206
+680
+10%
+$39.1K
0.15%
161
2019
Q2
$373K
Buy
+6,526
New
+$362K
0.14%
167
2017
Q3
–
Sell
-822
Closed
-$45K
–
440
2017
Q2
$45K
Buy
+822
New
+$45.1K
0.02%
332
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1-Year Est. Return
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UCFA
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$16.3B AUM
16.34%
1-Year Est. Return
Goldman Sachs
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$871B AUM
31.28%
1-Year Est. Return
AssetMark Inc
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$49B AUM
17.78%
1-Year Est. Return
AC
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Northbrook, Illinois
$9.35B AUM
16.13%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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