Wilbanks Smith & Thomas Asset Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Wilbanks Smith & Thomas Asset Management’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	-4,750	Closed	-$282K	–	525
2021 Q4	$282K	Sell	4,750 -331	-7%	-$19.7K	0.01%	433
2021 Q3	$305K	Buy	+5,081	New	+$309K	0.01%	382
2018 Q4	–	Sell	-3,120	Closed	-$166K	–	801
2018 Q3	$166K	Buy	+3,120	New	+$166K	0.01%	433

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

Wilbanks Smith & Thomas Asset Management's IGIB Position: Q1 2022 in Review

Wilbanks Smith & Thomas Asset Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2022, closing a stake of 4,750 shares — an estimated $282K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in IGIB in Q3 2018 and held it in 3 quarters. The position peaked at $305K in Q3 2021. 549 funds tracked by Wall St. Rank hold IGIB as of Q1 2022.

Wilbanks Smith & Thomas Asset Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 4,750 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $282K.
Wilbanks Smith & Thomas Asset Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2018 and held it in 3 quarters.
Wilbanks Smith & Thomas Asset Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $305K in Q3 2021.
549 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2022, filed 5 May 2022.