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White Pine Investment Company’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

White Pine Investment Company’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
Q1 		– Sell
-22,069
Closed -$1.28M – 60
2019
Q4 		$1.28M Sell
22,069
-407
-2% -$23.6K 0.52% 43
2019
Q3 		$1.3M Buy
22,476
+175
+0.8% +$10.1K 0.59% 40
2019
Q2 		$1.27M Buy
+22,301
New +$1.24M 0.6% 40
2019
Q1 		– Sell
-21,366
Closed -$1.12M – 56
2018
Q4 		$1.12M Sell
21,366
-480
-2% -$25.1K 0.6% 40
2018
Q3 		$1.16M Buy
+21,846
New +$1.16M 0.56% 38
2018
Q2 		– Sell
-15,346
Closed -$823K – 55
2018
Q1 		$823K Buy
15,346
+904
+6% +$48.7K 0.4% 42
2017
Q4 		$789K Buy
14,442
+1,490
+12% +$81.7K 0.39% 43
2017
Q3 		$713K Buy
12,952
+240
+2% +$13.2K 0.38% 45
2017
Q2 		$698K Sell
12,712
-70
-0.5% -$3.84K 0.37% 46
2017
Q1 		$696K Buy
12,782
+1,200
+10% +$65.1K 0.38% 44
2016
Q4 		$627K Hold
11,582
– – 0.34% 46
2016
Q3 		$645K Buy
11,582
+120
+1% +$6.68K 0.38% 45
2016
Q2 		$638K Buy
11,462
+220
+2% +$12.1K 0.38% 46
2016
Q1 		$617K Hold
11,242
– – 0.38% 46
2015
Q4 		$603K Buy
11,242
+1,310
+13% +$70.9K 0.37% 46
2015
Q3 		$539K Buy
+9,932
New +$539K 0.35% 47
2015
Q2 		– Sell
-9,660
Closed -$535K – 57
2015
Q1 		$535K Buy
9,660
+30
+0.3% +$1.65K 0.31% 47
2014
Q4 		$526K Buy
+9,630
New +$528K 0.31% 44

Other funds holding IGIB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

White Pine Investment Company's IGIB Position: Q1 2020 in Review

White Pine Investment Company sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2020, closing a stake of 22,069 shares — an estimated $1.28M sold.

White Pine Investment Company first reported a position in IGIB in Q4 2014 and held it in 18 quarters. The position peaked at $1.3M in Q3 2019. 491 funds tracked by Wall St. Rank hold IGIB as of Q1 2020.

  • White Pine Investment Company reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • White Pine Investment Company sold 22,069 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $1.28M.
  • White Pine Investment Company first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2014 and held it in 18 quarters.
  • White Pine Investment Company's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.3M in Q3 2019.
  • 491 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2020.

Based on White Pine Investment Company's 13F filing for Q1 2020, filed 23 Apr 2020.