Valley National Advisers’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Valley National Advisers’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 Q3	–	Sell	-58	Closed	-$4K	–	903
2021 Q2	$4K	Hold	58	–	–	﹤0.01%	702
2021 Q1	$3K	Buy	58 +1	+2%	+$60	﹤0.01%	693
2020 Q4	$4K	Hold	57	–	–	﹤0.01%	630
2020 Q3	$3K	Hold	57	–	–	﹤0.01%	623
2020 Q2	$3K	Buy	57 +1	+2%	+$58	﹤0.01%	613
2020 Q1	$3K	Hold	56	–	–	﹤0.01%	602
2019 Q4	$3K	Buy	56 +1	+2%	+$58	﹤0.01%	653
2019 Q3	$3K	Buy	+55	New	+$3.16K	﹤0.01%	634
2015 Q1	–	Sell	-320	Closed	-$17K	–	592
2014 Q4	$17K	Buy	+320	New	+$17.5K	0.01%	250

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valley National Advisers's IGIB Position: Q3 2021 in Review

Valley National Advisers sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2021, closing a stake of 58 shares — an estimated $4K sold.

Valley National Advisers first reported a position in IGIB in Q4 2014 and held it in 9 quarters. The position peaked at $17K in Q4 2014. 530 funds tracked by Wall St. Rank hold IGIB as of Q3 2021.

Valley National Advisers reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Valley National Advisers sold 58 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $4K.
Valley National Advisers first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2014 and held it in 9 quarters.
Valley National Advisers's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $17K in Q4 2014.
530 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2021.

Based on Valley National Advisers's 13F filing for Q3 2021, filed 10 Nov 2021.