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

Virtue Capital 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
2019
Q4 		– Sell
-17,394
Closed -$1.01M – 258
2019
Q3 		$1.01M Buy
17,394
+8,700
+100% +$500K 0.33% 101
2019
Q2 		$495K Buy
+8,694
New +$482K 0.18% 133
2018
Q1 		– Sell
-184
Closed -$10K – 587
2017
Q4 		$10K Buy
+184
New +$10.1K 0.01% 337

Other funds holding IGIB

PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Virtue Capital Management's IGIB Position: Q4 2019 in Review

Virtue Capital Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2019, closing a stake of 17,394 shares — an estimated $1.01M sold.

Virtue Capital Management first reported a position in IGIB in Q4 2017 and held it in 3 quarters. The position peaked at $1.01M in Q3 2019. 506 funds tracked by Wall St. Rank hold IGIB as of Q4 2019.

  • Virtue Capital Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Virtue Capital Management sold 17,394 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2019, an estimated $1.01M.
  • Virtue Capital Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2017 and held it in 3 quarters.
  • Virtue Capital Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.01M in Q3 2019.
  • 506 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2019.

Based on Virtue Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.