1NWS
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1 North Wealth Services’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

1 North Wealth Services’s Portfolio IGLB Stock Details IGLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$2.96M Buy
44,457
+3,179
+8% +$211K 1.83% 18
2019
Q3 		$2.75M Buy
+41,278
New +$2.7M 1.84% 17

Other funds holding IGLB

PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return
KCMRT
Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

1 North Wealth Services's IGLB Position: Q4 2019 in Review

1 North Wealth Services increased its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 7.7% in Q4 2019, buying an estimated $211K and bringing the position to 44,457 shares worth $2.96M. The position accounts for 1.83% of the portfolio, ranked #18.

1 North Wealth Services first reported a position in IGLB in Q3 2019 and has held it in 2 quarters since. 115 funds tracked by Wall St. Rank hold IGLB as of Q4 2019.

  • 1 North Wealth Services held 44,457 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $2.96M as of Q4 2019.
  • 1 North Wealth Services bought 3,179 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q4 2019, an estimated $211K.
  • iShares 10+ Year Investment Grade Corporate Bond ETF made up 1.83% of 1 North Wealth Services's portfolio in Q4 2019, its #18 holding.
  • 1 North Wealth Services first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q3 2019 and has held it in 2 quarters since.
  • 115 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q4 2019.

Based on 1 North Wealth Services's 13F filing for Q4 2019, filed 14 Feb 2020.