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Beverly Hills Private Wealth’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Beverly Hills Private Wealth’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
Q1 		– Sell
-7,039
Closed -$371K – 370
2023
Q4 		$371K Buy
+7,039
New +$341K 0.1% 221

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
AP
Agilis Partners Waltham, Massachusetts $332M AUM 10.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Beverly Hills Private Wealth's IGLB Position: Q1 2024 in Review

Beverly Hills Private Wealth sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q1 2024, closing a stake of 7,039 shares — an estimated $371K sold.

Beverly Hills Private Wealth first reported a position in IGLB in Q4 2023 and held it in 1 quarter. The position peaked at $371K in Q4 2023. 187 funds tracked by Wall St. Rank hold IGLB as of Q1 2024.

  • Beverly Hills Private Wealth reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 7,039 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $371K.
  • Beverly Hills Private Wealth first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Beverly Hills Private Wealth's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $371K in Q4 2023.
  • 187 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2024, filed 9 May 2024.