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Wealth & Pension Services Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Wealth & Pension Services Group’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
Q3 		$1.75M Sell
30,126
-360
-1% -$20.7K 1.26% 22
2019
Q2 		$1.74M Hold
30,486
– – 1.26% 22
2019
Q1 		$1.68M Hold
30,486
– – 1.31% 23
2018
Q4 		$1.6M Sell
30,486
-3,183
-9% -$167K 1.44% 21
2018
Q3 		$1.79M Buy
+33,669
New +$1.79M 1.8% 15

Other funds holding IGIB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Financial Engines Advisors
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Wealth & Pension Services Group's IGIB Position: Q3 2019 in Review

Wealth & Pension Services Group reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 1.2% in Q3 2019, selling an estimated $20.7K and leaving 30,126 shares worth $1.75M. The position accounts for 1.26% of the portfolio, ranked #22.

Wealth & Pension Services Group first reported a position in IGIB in Q3 2018 and has held it in 5 quarters since. The position peaked at $1.79M in Q3 2018. 428 funds tracked by Wall St. Rank hold IGIB as of Q3 2019.

  • Wealth & Pension Services Group held 30,126 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $1.75M as of Q3 2019.
  • Wealth & Pension Services Group sold 360 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2019, an estimated $20.7K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 1.26% of Wealth & Pension Services Group's portfolio in Q3 2019, its #22 holding.
  • Wealth & Pension Services Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2018 and has held it in 5 quarters since.
  • Wealth & Pension Services Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.79M in Q3 2018.
  • 428 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.