Winslow Evans & Crocker’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Winslow Evans & Crocker’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 Q4	$15K	Buy	+250	New	+$15.3K	﹤0.01%	860
2017 Q2	–	Sell	-28	Closed	-$1.42K	–	1286
2017 Q1	$1.42K	Sell	28 -188	-87%	-$10.2K	﹤0.01%	1165
2016 Q4	$11.7K	Hold	216	–	–	﹤0.01%	842
2016 Q3	$12K	Hold	216	–	–	﹤0.01%	854
2016 Q2	$12K	Buy	216 +190	+731%	+$10.5K	﹤0.01%	826
2016 Q1	$1.43K	Sell	26 -2	-7%	-$108	﹤0.01%	1195
2015 Q4	$1.4K	Hold	28	–	–	﹤0.01%	1271
2015 Q3	$1.41K	Hold	28	–	–	﹤0.01%	1210
2015 Q2	$1.42K	Hold	28	–	–	﹤0.01%	1226
2015 Q1	$1.44K	Hold	28	–	–	﹤0.01%	1197
2014 Q4	$1.42K	Hold	28	–	–	﹤0.01%	1219
2014 Q3	$1.42K	Buy	28 +2	+8%	+$110	﹤0.01%	1308
2014 Q2	$1.43K	Hold	26	–	–	﹤0.01%	1216
2014 Q1	$1.42K	Hold	26	–	–	﹤0.01%	1200
2013 Q4	$1K	Buy	+26	New	+$1.41K	﹤0.01%	1348

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Winslow Evans & Crocker's IGIB Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2020: 250 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #860 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in IGIB as recently as Q1 2017.

Winslow Evans & Crocker first reported a position in IGIB in Q4 2013 and has held it in 15 quarters since. 543 funds tracked by Wall St. Rank hold IGIB as of Q4 2020.

Winslow Evans & Crocker held 250 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $15K as of Q4 2020.
iShares 5-10 Year Investment Grade Corporate Bond ETF was a new Winslow Evans & Crocker position in Q4 2020.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #860 holding.
Winslow Evans & Crocker first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2013 and has held it in 15 quarters since.
543 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.