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

Waterloo Capital’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
2020 Q1	$264K	Buy	+4,804	New	+$277K	0.19%	117

Other funds holding IGIB

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Waterloo Capital's IGIB Position: Q1 2020 in Review

Waterloo Capital opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2020: 4,804 shares worth $264K. The stake represents 0.19% of the portfolio and ranks #117 among its holdings.

491 funds tracked by Wall St. Rank hold IGIB as of Q1 2020.

Waterloo Capital held 4,804 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $264K as of Q1 2020.
iShares 5-10 Year Investment Grade Corporate Bond ETF was a new Waterloo Capital position in Q1 2020.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.19% of Waterloo Capital's portfolio in Q1 2020, its #117 holding.
491 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2020.

Based on Waterloo Capital's 13F filing for Q1 2020, filed 1 Jun 2020.