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

BerganKDV 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
2020 Q1	–	Sell	-5,507	Closed	-$367K	–	963
2019 Q4	$367K	Buy	5,507 +10	+0.2%	+$663	0.07%	175
2019 Q3	$366K	Sell	5,497 -6,838	-55%	-$447K	0.07%	157
2019 Q2	$786K	Buy	12,335 +225	+2%	+$13.7K	0.16%	107
2019 Q1	$731K	Buy	12,110 +12	+0.1%	+$695	0.15%	107
2018 Q4	$681K	Buy	12,098 +138	+1%	+$7.74K	0.16%	102
2018 Q3	$697K	Buy	11,960 +929	+8%	+$54.3K	0.15%	108
2018 Q2	$639K	Buy	11,031 +29	+0.3%	+$1.7K	0.14%	113
2018 Q1	$663K	Buy	11,002 +491	+5%	+$29.8K	0.18%	104
2017 Q4	$664K	Buy	10,511 +5,367	+104%	+$335K	0.16%	114
2017 Q3	$319K	Buy	+5,144	New	+$318K	0.08%	158

Other funds holding IGLB

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

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

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

KCMRT

Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BerganKDV Wealth Management's IGLB Position: Q1 2020 in Review

BerganKDV Wealth Management sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q1 2020, closing a stake of 5,507 shares — an estimated $367K sold.

BerganKDV Wealth Management first reported a position in IGLB in Q3 2017 and held it in 10 quarters. The position peaked at $786K in Q2 2019. 112 funds tracked by Wall St. Rank hold IGLB as of Q1 2020.

BerganKDV Wealth Management reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 5,507 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $367K.
BerganKDV Wealth Management first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q3 2017 and held it in 10 quarters.
BerganKDV Wealth Management's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $786K in Q2 2019.
112 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q1 2020.

Based on BerganKDV Wealth Management's 13F filing for Q1 2020, filed 24 Apr 2020.