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

Boltwood Capital 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
Q4 		– Sell
-4,200
Closed -$225K – 172
2024
Q3 		$225K Sell
4,200
-1,120
-21% -$58.4K 0.07% 160
2024
Q2 		$266K Sell
5,320
-2,500
-32% -$125K 0.08% 150
2024
Q1 		$403K Sell
7,820
-2,440
-24% -$125K 0.12% 128
2023
Q4 		$541K Sell
10,260
-34,800
-77% -$1.68M 0.18% 106
2023
Q3 		$2.12M Buy
45,060
+6,865
+18% +$340K 0.79% 37
2023
Q2 		$1.97M Buy
38,195
+4,025
+12% +$207K 0.71% 39
2023
Q1 		$1.79M Buy
34,170
+8,225
+32% +$427K 0.67% 41
2022
Q4 		$1.29M Buy
25,945
+13,645
+111% +$673K 0.52% 48
2022
Q3 		$593K Buy
12,300
+1,685
+16% +$89.7K 0.27% 89
2022
Q2 		$566K Buy
10,615
+6,071
+134% +$336K 0.25% 98
2022
Q1 		$279K Buy
4,544
+1,615
+55% +$103K 0.11% 141
2021
Q4 		$204K Buy
+2,929
New +$205K 0.08% 156

Other funds holding IGLB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Boltwood Capital Management's IGLB Position: Q4 2024 in Review

Boltwood Capital Management sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q4 2024, closing a stake of 4,200 shares — an estimated $225K sold.

Boltwood Capital Management first reported a position in IGLB in Q4 2021 and held it in 12 quarters. The position peaked at $2.12M in Q3 2023. 226 funds tracked by Wall St. Rank hold IGLB as of Q4 2024.

  • Boltwood Capital Management reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Boltwood Capital Management sold 4,200 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $225K.
  • Boltwood Capital Management first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2021 and held it in 12 quarters.
  • Boltwood Capital Management's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $2.12M in Q3 2023.
  • 226 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Boltwood Capital Management's 13F filing for Q4 2024, filed 6 Jan 2025.