Aspire Wealth Management’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Aspire Wealth Management’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
2024 Q3	$108	Sell	2 -1	-33%	-$52	﹤0.01%	195
2024 Q2	$139	Hold	3	–	–	﹤0.01%	178
2024 Q1	$141	Sell	3 -1	-25%	-$51	﹤0.01%	185
2023 Q4	$195	Hold	4	–	–	﹤0.01%	180
2023 Q3	$172	Hold	4	–	–	﹤0.01%	179
2023 Q2	$186	Hold	4	–	–	﹤0.01%	186
2023 Q1	$187	Sell	4 -100	-96%	-$5.19K	﹤0.01%	185
2022 Q4	$5.18K	Buy	104 +1	+1%	+$49	﹤0.01%	171
2022 Q3	$5K	Buy	103 +1	+1%	+$53	﹤0.01%	154
2022 Q2	$5K	Sell	102 -49	-32%	-$2.71K	﹤0.01%	161
2022 Q1	$9K	Hold	151	–	–	0.01%	150
2021 Q4	$10K	Buy	+151	New	+$10.6K	0.01%	152

Other funds holding IGLB

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Aspire Wealth Management's IGLB Position: Q3 2024 in Review

Aspire Wealth Management reduced its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 33% in Q3 2024, selling an estimated $52 and leaving 2 shares worth $108. The position accounts for ﹤0.01% of the portfolio, ranked #195.

Aspire Wealth Management first reported a position in IGLB in Q4 2021 and has held it in 12 quarters since. The position peaked at $10K in Q4 2021. 194 funds tracked by Wall St. Rank hold IGLB as of Q3 2024.

Aspire Wealth Management held 2 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $108 as of Q3 2024.
Aspire Wealth Management sold 1 iShares 10+ Year Investment Grade Corporate Bond ETF share in Q3 2024, an estimated $52.
iShares 10+ Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Aspire Wealth Management's portfolio in Q3 2024, its #195 holding.
Aspire Wealth Management first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 12 quarters since.
Aspire Wealth Management's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $10K in Q4 2021.
194 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.