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

West Paces 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
2018 Q3	–	Sell	-628	Closed	-$33.4K	–	480
2018 Q2	$33.4K	Buy	628 +44	+8%	+$2.34K	0.02%	210
2018 Q1	$31.3K	Hold	584	–	–	0.02%	208
2017 Q4	$31.9K	Hold	584	–	–	0.02%	224
2017 Q3	$32.2K	Hold	584	–	–	0.02%	216
2017 Q2	$32.1K	Hold	584	–	–	0.03%	216
2017 Q1	$31.8K	Hold	584	–	–	0.03%	212
2016 Q4	$31.6K	Buy	+584	New	+$31.9K	0.03%	215

Other funds holding IGIB

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMI

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

West Paces Advisors's IGIB Position: Q3 2018 in Review

West Paces Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2018, closing a stake of 628 shares — an estimated $33.4K sold.

West Paces Advisors first reported a position in IGIB in Q4 2016 and held it in 7 quarters. The position peaked at $33.4K in Q2 2018. 349 funds tracked by Wall St. Rank hold IGIB as of Q3 2018.

West Paces Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
West Paces Advisors sold 628 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2018, an estimated $33.4K.
West Paces Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2016 and held it in 7 quarters.
West Paces Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $33.4K in Q2 2018.
349 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2018.

Based on West Paces Advisors's 13F filing for Q3 2018, filed 21 Dec 2023.