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

WealthOne’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
Q4 		– Sell
-5,135
Closed -$312K – 115
2020
Q3 		$312K Buy
+5,135
New +$313K 0.18% 73
2019
Q1 		– Sell
-580
Closed -$30K – 290
2018
Q4 		$30K Buy
+580
New +$30.3K 0.03% 220

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthOne's IGIB Position: Q4 2020 in Review

WealthOne sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2020, closing a stake of 5,135 shares — an estimated $312K sold.

WealthOne first reported a position in IGIB in Q4 2018 and held it in 2 quarters. The position peaked at $312K in Q3 2020. 543 funds tracked by Wall St. Rank hold IGIB as of Q4 2020.

  • WealthOne reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • WealthOne sold 5,135 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2020, an estimated $312K.
  • WealthOne first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2018 and held it in 2 quarters.
  • WealthOne's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $312K in Q3 2020.
  • 543 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2020.

Based on WealthOne's 13F filing for Q4 2020, filed 8 Feb 2021.