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

Vivaldi 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
2021
Q1 		– Sell
-3,330
Closed -$206K – 369
2020
Q4 		$206K Hold
3,330
– – 0.04% 249
2020
Q3 		$203K Hold
3,330
– – 0.05% 240
2020
Q2 		$204K Buy
+3,330
New +$194K 0.04% 243

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vivaldi Capital Management's IGIB Position: Q1 2021 in Review

Vivaldi Capital Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2021, closing a stake of 3,330 shares — an estimated $206K sold.

Vivaldi Capital Management first reported a position in IGIB in Q2 2020 and held it in 3 quarters. The position peaked at $206K in Q4 2020. 532 funds tracked by Wall St. Rank hold IGIB as of Q1 2021.

  • Vivaldi Capital Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Vivaldi Capital Management sold 3,330 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $206K.
  • Vivaldi Capital Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2020 and held it in 3 quarters.
  • Vivaldi Capital Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $206K in Q4 2020.
  • 532 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2021.

Based on Vivaldi Capital Management's 13F filing for Q1 2021, filed 17 May 2021.