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

Brookstone 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	-6,972	Closed	-$374K	–	1021
2024 Q3	$374K	Buy	+6,972	New	+$364K	0.01%	768
2017 Q1	–	Sell	-72,308	Closed	-$4.24M	–	265
2016 Q4	$4.24M	Buy	72,308 +15,396	+27%	+$920K	0.47%	95
2016 Q3	$3.6M	Buy	56,912 +27,165	+91%	+$1.72M	0.4%	93
2016 Q2	$1.86M	Buy	29,747 +11,843	+66%	+$716K	0.24%	108
2016 Q1	$1.06M	Buy	+17,904	New	+$1.01M	0.16%	123

Other funds holding IGLB

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

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 London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

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

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

Brookstone Capital Management sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q4 2024, closing a stake of 6,972 shares — an estimated $374K sold.

Brookstone Capital Management first reported a position in IGLB in Q1 2016 and held it in 5 quarters. The position peaked at $4.24M in Q4 2016. 226 funds tracked by Wall St. Rank hold IGLB as of Q4 2024.

Brookstone Capital Management reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Brookstone Capital Management sold 6,972 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $374K.
Brookstone Capital Management first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2016 and held it in 5 quarters.
Brookstone Capital Management's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $4.24M in Q4 2016.
226 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q4 2024.

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