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

Weaver Consulting 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
2020 Q4	–	Sell	-1,154	Closed	-$70K	–	483
2020 Q3	$70K	Hold	1,154	–	–	0.04%	223
2020 Q2	$70K	Sell	1,154 -30	-3%	-$1.75K	0.04%	220
2020 Q1	$65K	Buy	1,184 +1,000	+543%	+$57.8K	0.04%	198
2019 Q4	$11K	Hold	184	–	–	0.01%	469
2019 Q3	$11K	Hold	184	–	–	0.01%	454
2019 Q2	$10K	Hold	184	–	–	0.01%	460
2019 Q1	$10K	Buy	+184	New	+$9.89K	﹤0.01%	942

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 22.9% 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

Weaver Consulting Group's IGIB Position: Q4 2020 in Review

Weaver Consulting Group sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2020, closing a stake of 1,154 shares — an estimated $70K sold.

Weaver Consulting Group first reported a position in IGIB in Q1 2019 and held it in 7 quarters. The position peaked at $70K in Q3 2020. 543 funds tracked by Wall St. Rank hold IGIB as of Q4 2020.

Weaver Consulting Group reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
Weaver Consulting Group sold 1,154 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2020, an estimated $70K.
Weaver Consulting Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2019 and held it in 7 quarters.
Weaver Consulting Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $70K 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 Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.