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Capasso Planning Partners’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Capasso Planning Partners’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
-7,273
Closed -$390K – 122
2024
Q3 		$390K Buy
+7,273
New +$379K 0.12% 107

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

Capasso Planning Partners's IGLB Position: Q4 2024 in Review

Capasso Planning Partners sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q4 2024, closing a stake of 7,273 shares — an estimated $390K sold.

Capasso Planning Partners first reported a position in IGLB in Q3 2024 and held it in 1 quarter. The position peaked at $390K in Q3 2024. 226 funds tracked by Wall St. Rank hold IGLB as of Q4 2024.

  • Capasso Planning Partners reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Capasso Planning Partners sold 7,273 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $390K.
  • Capasso Planning Partners first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Capasso Planning Partners's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $390K in Q3 2024.
  • 226 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Capasso Planning Partners's 13F filing for Q4 2024, filed 10 Feb 2025.