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

WealthShield Partners’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	-1,976	Closed	-$120K	–	336
2020 Q3	$120K	Sell	1,976 -589	-23%	-$35.9K	0.04%	270
2020 Q2	$155K	Sell	2,565 -16,381	-86%	-$954K	0.07%	208
2020 Q1	$1.04M	Buy	18,946 +1,893	+11%	+$109K	0.64%	36
2019 Q4	$989K	Buy	17,053 +3,447	+25%	+$200K	0.48%	43
2019 Q3	$788K	Buy	13,606 +3,956	+41%	+$227K	0.42%	52
2019 Q2	$550K	Buy	9,650 +404	+4%	+$22.4K	0.32%	65
2019 Q1	$510K	Buy	9,246 +6,410	+226%	+$345K	0.29%	73
2018 Q4	$149K	Buy	+2,836	New	+$148K	0.1%	131

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 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

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthShield Partners's IGIB Position: Q4 2020 in Review

WealthShield Partners sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2020, closing a stake of 1,976 shares — an estimated $120K sold.

WealthShield Partners first reported a position in IGIB in Q4 2018 and held it in 8 quarters. The position peaked at $1.04M in Q1 2020. 543 funds tracked by Wall St. Rank hold IGIB as of Q4 2020.

WealthShield Partners reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
WealthShield Partners sold 1,976 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2020, an estimated $120K.
WealthShield Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2018 and held it in 8 quarters.
WealthShield Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.04M in Q1 2020.
543 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2020.

Based on WealthShield Partners's 13F filing for Q4 2020, filed 16 Feb 2021.