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

West Financial Advisors’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
2022 Q1	–	Sell	-2,770	Closed	-$164K	–	188
2021 Q4	$164K	Hold	2,770	–	–	0.04%	66
2021 Q3	$166K	Hold	2,770	–	–	0.05%	59
2021 Q2	$168K	Hold	2,770	–	–	0.05%	55
2021 Q1	$164K	Hold	2,770	–	–	0.06%	53
2020 Q4	$171K	Buy	+2,770	New	+$169K	0.06%	51

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

West Financial Advisors's IGIB Position: Q1 2022 in Review

West Financial Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2022, closing a stake of 2,770 shares — an estimated $164K sold.

West Financial Advisors first reported a position in IGIB in Q4 2020 and held it in 5 quarters. The position peaked at $171K in Q4 2020. 549 funds tracked by Wall St. Rank hold IGIB as of Q1 2022.

West Financial Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
West Financial Advisors sold 2,770 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $164K.
West Financial Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 5 quarters.
West Financial Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $171K in Q4 2020.
549 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2022.

Based on West Financial Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.