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

Veritable’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 Q2	–	Sell	-5,600	Closed	-$307K	–	935
2022 Q1	$307K	Hold	5,600	–	–	﹤0.01%	711
2021 Q4	$332K	Hold	5,600	–	–	﹤0.01%	687
2021 Q3	$336K	Hold	5,600	–	–	0.01%	657
2021 Q2	$339K	Hold	5,600	–	–	0.01%	649
2021 Q1	$332K	Hold	5,600	–	–	0.01%	623
2020 Q4	$346K	Hold	5,600	–	–	0.01%	586
2020 Q3	$341K	Hold	5,600	–	–	0.01%	551
2020 Q2	$338K	Hold	5,600	–	–	0.01%	568
2020 Q1	$308K	Sell	5,600 -720	-11%	-$41.6K	0.01%	554
2019 Q4	$366K	Hold	6,320	–	–	0.01%	604
2019 Q3	$366K	Hold	6,320	–	–	0.01%	592
2019 Q2	$360K	Hold	6,320	–	–	0.01%	593
2019 Q1	$348K	Hold	6,320	–	–	0.01%	604
2018 Q4	$331K	Hold	6,320	–	–	0.01%	571
2018 Q3	$336K	Hold	6,320	–	–	0.01%	608
2018 Q2	$336K	Hold	6,320	–	–	0.01%	606
2018 Q1	$339K	Buy	6,320 +140	+2%	+$7.54K	0.01%	598
2017 Q4	$337K	Hold	6,180	–	–	0.01%	602
2017 Q3	$340K	Hold	6,180	–	–	0.01%	577
2017 Q2	$339K	Hold	6,180	–	–	0.01%	601
2017 Q1	$337K	Buy	+6,180	New	+$336K	0.01%	575
2015 Q2	–	Sell	-12,016	Closed	-$665K	–	808
2015 Q1	$665K	Buy	12,016 +1,688	+16%	+$93.1K	0.01%	509
2014 Q4	$565K	Sell	10,328 -1,540	-13%	-$84.4K	0.01%	563
2014 Q3	$649K	Hold	11,868	–	–	0.01%	528
2014 Q2	$654K	Buy	11,868 +458	+4%	+$25.1K	0.01%	525
2014 Q1	$622K	Sell	11,410 -9,616	-46%	-$523K	0.01%	522
2013 Q4	$1.13M	Hold	21,026	–	–	0.02%	368
2013 Q3	$1.14M	Hold	21,026	–	–	0.03%	357
2013 Q2	$1.13M	Buy	+21,026	New	+$1.16M	0.03%	371

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 22.96% 1-Year Est. Return

MYLI

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UCFA

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return

Veritable's IGIB Position: Q2 2022 in Review

Veritable sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2022, closing a stake of 5,600 shares — an estimated $307K sold.

Veritable first reported a position in IGIB in Q2 2013 and held it in 29 quarters. The position peaked at $1.14M in Q3 2013. 519 funds tracked by Wall St. Rank hold IGIB as of Q2 2022.

Veritable reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Veritable sold 5,600 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $307K.
Veritable first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2013 and held it in 29 quarters.
Veritable's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.14M in Q3 2013.
519 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Veritable's 13F filing for Q2 2022, filed 15 Aug 2022.