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

WealthPlan Investment 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
2023
Q1 		– Sell
-4,451
Closed -$226K – 496
2022
Q4 		$226K Sell
4,451
-196
-4% -$9.61K 0.02% 358
2022
Q3 		$236K Buy
+4,647
New +$238K 0.02% 327
2022
Q1 		$535K Buy
+10,253
New +$581K 0.04% 242

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

WealthPlan Investment Management's IGIB Position: Q1 2023 in Review

WealthPlan Investment Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2023, closing a stake of 4,451 shares — an estimated $226K sold.

WealthPlan Investment Management first reported a position in IGIB in Q1 2022 and held it in 3 quarters. The position peaked at $535K in Q1 2022. 502 funds tracked by Wall St. Rank hold IGIB as of Q1 2023.

  • WealthPlan Investment Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 4,451 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $226K.
  • WealthPlan Investment Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $535K in Q1 2022.
  • 502 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.