Wealthspire Advisors (Maryland)’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-126	Closed	-$7K	–	1179
2019 Q1	$7K	Hold	126	–	–	﹤0.01%	1673
2018 Q4	$7K	Sell	126 -124	-50%	-$6.49K	﹤0.01%	1598
2018 Q3	$13K	Hold	250	–	–	﹤0.01%	1437
2018 Q2	$13K	Sell	250 -450	-64%	-$23.9K	﹤0.01%	1453
2018 Q1	$38K	Sell	700 -500	-42%	-$26.9K	﹤0.01%	1089
2017 Q4	$66K	Sell	1,200 -800	-40%	-$43.8K	0.01%	890
2017 Q3	$110K	Sell	2,000 -154	-7%	-$8.48K	0.01%	667
2017 Q2	$118K	Buy	2,154 +1,954	+977%	+$107K	0.01%	632
2017 Q1	$11K	Hold	200	–	–	﹤0.01%	1303
2016 Q4	$11K	Hold	200	–	–	﹤0.01%	1195
2016 Q3	$11K	Hold	200	–	–	﹤0.01%	1232
2016 Q2	$11K	Hold	200	–	–	﹤0.01%	1182
2016 Q1	$11K	Hold	200	–	–	﹤0.01%	1160
2015 Q4	$11K	Buy	+200	New	+$10.8K	﹤0.01%	1171

Other funds holding IGIB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

MMI

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IGIB Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2019, closing a stake of 126 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in IGIB in Q4 2015 and held it in 14 quarters. The position peaked at $118K in Q2 2017. 409 funds tracked by Wall St. Rank hold IGIB as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 126 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2019, an estimated $7K.
Wealthspire Advisors (Maryland) first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $118K in Q2 2017.
409 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.