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

Wipfli Financial 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
2022
Q3 		$5K Buy
+100
New +$5.11K ﹤0.01% 2076

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wipfli Financial Advisors's IGIB Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2022: 100 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #2076 among its holdings.

486 funds tracked by Wall St. Rank hold IGIB as of Q3 2022.

  • Wipfli Financial Advisors held 100 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $5K as of Q3 2022.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF was a new Wipfli Financial Advisors position in Q3 2022.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2076 holding.
  • 486 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.