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

Avior 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
2022
Q4 		– Sell
-3
Closed – – 1310
2022
Q3 		$0 Hold
3
– – ﹤0.01% 1215
2022
Q2 		$0 Hold
3
– – ﹤0.01% 1141
2022
Q1 		$0 Hold
3
– – ﹤0.01% 1159
2021
Q4 		$0 Sell
3
-5
-63% -$349 ﹤0.01% 1154
2021
Q3 		$0 Sell
8
-76
-90% -$5.4K ﹤0.01% 1115
2021
Q2 		$5K Buy
84
+80
+2,000% +$5.45K ﹤0.01% 819
2021
Q1 		$0 Buy
+4
New +$276 ﹤0.01% 1077

Other funds holding IGLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Bank of America
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
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return
KCMRT
Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avior Wealth Management's IGLB Position: Q4 2022 in Review

Avior Wealth Management sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q4 2022, closing a stake of 3 shares.

Avior Wealth Management first reported a position in IGLB in Q1 2021 and held it in 7 quarters. The position peaked at $5K in Q2 2021. 143 funds tracked by Wall St. Rank hold IGLB as of Q4 2022.

  • Avior Wealth Management reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Avior Wealth Management sold 3 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q4 2022.
  • Avior Wealth Management first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2021 and held it in 7 quarters.
  • Avior Wealth Management's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $5K in Q2 2021.
  • 143 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Avior Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.