AG
IGLB icon

Advisor Group’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Advisor Group’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 		$1.94M Buy
29,096
+4,140
+17% +$274K 0.01% 831
2019
Q3 		$1.66M Buy
24,956
+6,487
+35% +$424K 0.01% 843
2019
Q2 		$1.18M Buy
18,469
+995
+6% +$60.5K 0.01% 1022
2019
Q1 		$1.05M Buy
17,474
+1,341
+8% +$77.7K 0.01% 1052
2018
Q4 		$908K Buy
16,133
+530
+3% +$29.7K 0.01% 991
2018
Q3 		$910K Buy
15,603
+2,763
+22% +$161K 0.01% 1050
2018
Q2 		$745K Sell
12,840
-20,279
-61% -$1.19M 0.01% 1041
2018
Q1 		$2M Buy
33,119
+18,459
+126% +$1.12M 0.03% 562
2017
Q4 		$926K Buy
14,660
+143
+1% +$8.92K 0.01% 934
2017
Q3 		$901K Buy
14,517
+1,360
+10% +$84K 0.01% 858
2017
Q2 		$811K Sell
13,157
-1,139
-8% -$69K 0.01% 866
2017
Q1 		$847K Sell
14,296
-1,355
-9% -$80K 0.02% 789
2016
Q4 		$918K Sell
15,651
-61,414
-80% -$3.67M 0.02% 698
2016
Q3 		$4.88M Buy
77,065
+29,671
+63% +$1.88M 0.12% 190
2016
Q2 		$2.97M Buy
+47,394
New +$2.86M 0.08% 277

Other funds holding IGLB

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisor Group's IGLB Position: Q4 2019 in Review

Advisor Group increased its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 17% in Q4 2019, buying an estimated $274K and bringing the position to 29,096 shares worth $1.94M. The position accounts for 0.01% of the portfolio, ranked #831.

Advisor Group first reported a position in IGLB in Q2 2016 and has held it in 15 quarters since. The position peaked at $4.88M in Q3 2016. 115 funds tracked by Wall St. Rank hold IGLB as of Q4 2019.

  • Advisor Group held 29,096 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $1.94M as of Q4 2019.
  • Advisor Group bought 4,140 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q4 2019, an estimated $274K.
  • iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #831 holding.
  • Advisor Group first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $4.88M in Q3 2016.
  • 115 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.