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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 $424B AUM 22.9% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

YorkBridge Wealth Partners's IGIB Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2019, closing a stake of 130 shares — an estimated $7K sold.

YorkBridge Wealth Partners first reported a position in IGIB in Q1 2017 and held it in 10 quarters. The position peaked at $7K in Q2 2019. 428 funds tracked by Wall St. Rank hold IGIB as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 130 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2019, an estimated $7K.
  • YorkBridge Wealth Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2017 and held it in 10 quarters.
  • YorkBridge Wealth Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $7K in Q2 2019.
  • 428 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.