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

Belpointe Asset 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
2023 Q2	–	Sell	-7,187	Closed	-$377K	–	1873
2023 Q1	$377K	Sell	7,187 -170	-2%	-$8.82K	0.02%	662
2022 Q4	$366K	Sell	7,357 -15	-0.2%	-$740	0.02%	655
2022 Q3	$356K	Sell	7,372 -308	-4%	-$16.4K	0.02%	632
2022 Q2	$409K	Sell	7,680 -1,012	-12%	-$56K	0.03%	571
2022 Q1	$534K	Buy	8,692 +27	+0.3%	+$1.73K	0.03%	523
2021 Q4	$603K	Hold	8,665	–	–	0.04%	461
2021 Q3	$600K	Sell	8,665 -5,191	-37%	-$369K	0.04%	455
2021 Q2	$973K	Sell	13,856 -7,397	-35%	-$503K	0.07%	300
2021 Q1	$1.42M	Buy	21,253 +14,766	+228%	+$1.02M	0.12%	186
2020 Q4	$474K	Hold	6,487	–	–	0.04%	421
2020 Q3	$457K	Sell	6,487 -1,331	-17%	-$95.5K	0.05%	347
2020 Q2	$548K	Buy	7,818 +53	+0.7%	+$3.56K	0.07%	283
2020 Q1	$494K	Buy	7,765 +1,248	+19%	+$83.2K	0.09%	245
2019 Q4	$434K	Buy	+6,517	New	+$432K	0.06%	348

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 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

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

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Belpointe Asset Management's IGLB Position: Q2 2023 in Review

Belpointe Asset Management sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q2 2023, closing a stake of 7,187 shares — an estimated $377K sold.

Belpointe Asset Management first reported a position in IGLB in Q4 2019 and held it in 14 quarters. The position peaked at $1.42M in Q1 2021. 146 funds tracked by Wall St. Rank hold IGLB as of Q2 2023.

Belpointe Asset Management reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 7,187 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $377K.
Belpointe Asset Management first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 14 quarters.
Belpointe Asset Management's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $1.42M in Q1 2021.
146 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.