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

Westbourne Investment 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
2021
Q4 		– Sell
-4,726
Closed -$284K – 102
2021
Q3 		$284K Sell
4,726
-400
-8% -$24.3K 0.13% 73
2021
Q2 		$310K Hold
5,126
– – 0.14% 70
2021
Q1 		$304K Sell
5,126
-1,310
-20% -$79.2K 0.15% 69
2020
Q4 		$398K Sell
6,436
-700
-10% -$42.8K 0.23% 56
2020
Q3 		$434K Sell
7,136
-2,236
-24% -$136K 0.5% 32
2020
Q2 		$566K Sell
9,372
-1,380
-13% -$80.4K 0.7% 28
2020
Q1 		$590K Sell
10,752
-800
-7% -$46.2K 0.54% 47
2019
Q4 		$670K Sell
11,552
-2,436
-17% -$141K 0.46% 53
2019
Q3 		$810K Buy
+13,988
New +$804K 0.61% 45
2019
Q2 		– Sell
-14,648
Closed -$808K – 97
2019
Q1 		$808K Buy
+14,648
New +$787K 0.62% 48
2018
Q3 		– Sell
-15,750
Closed -$837K – 166
2018
Q2 		$837K Sell
15,750
-400
-2% -$21.3K 0.72% 44
2018
Q1 		$866K Sell
16,150
-2,352
-13% -$127K 0.69% 52
2017
Q4 		$1.01M Sell
18,502
-586
-3% -$32.1K 0.77% 47
2017
Q3 		$1.05M Buy
19,088
+1,670
+10% +$91.9K 0.82% 43
2017
Q2 		$956K Sell
17,418
-1,220
-7% -$66.9K 0.78% 45
2017
Q1 		$1.01M Sell
18,638
-170
-0.9% -$9.23K 0.84% 40
2016
Q4 		$1.02M Buy
18,808
+800
+4% +$43.7K 0.89% 39
2016
Q3 		$1M Sell
18,008
-330
-2% -$18.4K 0.89% 42
2016
Q2 		$1.02M Buy
18,338
+2,710
+17% +$149K 0.92% 37
2016
Q1 		$857K Buy
15,628
+11,008
+238% +$595K 0.82% 42
2015
Q4 		$248K Hold
4,620
– – 0.24% 89
2015
Q3 		$251K Hold
4,620
– – 0.25% 92
2015
Q2 		$251K Buy
+4,620
New +$254K 0.23% 94

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Westbourne Investment Advisors's IGIB Position: Q4 2021 in Review

Westbourne Investment Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2021, closing a stake of 4,726 shares — an estimated $284K sold.

Westbourne Investment Advisors first reported a position in IGIB in Q2 2015 and held it in 23 quarters. The position peaked at $1.05M in Q3 2017. 549 funds tracked by Wall St. Rank hold IGIB as of Q4 2021.

  • Westbourne Investment Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Westbourne Investment Advisors sold 4,726 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $284K.
  • Westbourne Investment Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2015 and held it in 23 quarters.
  • Westbourne Investment Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.05M in Q3 2017.
  • 549 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Westbourne Investment Advisors's 13F filing for Q4 2021, filed 24 Jan 2022.