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Walkner Condon Financial Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Walkner Condon Financial 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
2021
Q2 		– Sell
-6,649
Closed -$394K – 173
2021
Q1 		$394K Buy
+6,649
New +$402K 0.15% 112

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DILIC
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Walkner Condon Financial Advisors's IGIB Position: Q2 2021 in Review

Walkner Condon Financial Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2021, closing a stake of 6,649 shares — an estimated $394K sold.

Walkner Condon Financial Advisors first reported a position in IGIB in Q1 2021 and held it in 1 quarter. The position peaked at $394K in Q1 2021. 544 funds tracked by Wall St. Rank hold IGIB as of Q2 2021.

  • Walkner Condon Financial Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 6,649 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $394K.
  • Walkner Condon Financial Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2021 and held it in 1 quarter.
  • Walkner Condon Financial Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $394K in Q1 2021.
  • 544 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2021.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.