YorkBridge Wealth Partners’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-130	Closed	-$7K	–	395
2019 Q2	$7K	Hold	130	–	–	﹤0.01%	624
2019 Q1	$7K	Hold	130	–	–	﹤0.01%	627
2018 Q4	$7K	Hold	130	–	–	﹤0.01%	602
2018 Q3	$7K	Hold	130	–	–	﹤0.01%	630
2018 Q2	$7K	Hold	130	–	–	﹤0.01%	658
2018 Q1	$7K	Hold	130	–	–	﹤0.01%	654
2017 Q4	$7K	Hold	130	–	–	﹤0.01%	667
2017 Q3	$7K	Hold	130	–	–	﹤0.01%	674
2017 Q2	$7K	Buy	130 +22	+20%	+$1.21K	﹤0.01%	675
2017 Q1	$6K	Buy	+108	New	+$5.86K	﹤0.01%	671

Other funds holding IGIB

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return