BWA
IGLB icon

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

Burt Wealth Advisors’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
2016
Q2 		– Sell
-144
Closed -$9K – 490
2016
Q1 		$9K Buy
+144
New +$8.15K 0.01% 333

Other funds holding IGLB

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Burt Wealth Advisors's IGLB Position: Q2 2016 in Review

Burt Wealth Advisors sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q2 2016, closing a stake of 144 shares — an estimated $9K sold.

Burt Wealth Advisors first reported a position in IGLB in Q1 2016 and held it in 1 quarter. The position peaked at $9K in Q1 2016. 98 funds tracked by Wall St. Rank hold IGLB as of Q2 2016.

  • Burt Wealth Advisors reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q2 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 144 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2016, an estimated $9K.
  • Burt Wealth Advisors first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2016 and held it in 1 quarter.
  • Burt Wealth Advisors's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $9K in Q1 2016.
  • 98 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.