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

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

Other funds holding IGIB

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

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

UCFA

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

V Wealth Advisors's IGIB Position: Q2 2023 in Review

V Wealth Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2023, closing a stake of 6,940 shares — an estimated $356K sold.

V Wealth Advisors first reported a position in IGIB in Q2 2017 and held it in 10 quarters. The position peaked at $499K in Q1 2020. 524 funds tracked by Wall St. Rank hold IGIB as of Q2 2023.

V Wealth Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
V Wealth Advisors sold 6,940 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $356K.
V Wealth Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2017 and held it in 10 quarters.
V Wealth Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $499K in Q1 2020.
524 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2023.

Based on V Wealth Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.