Capital Advisory Group Advisory Services’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Capital Advisory Group Advisory Services’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
2020 Q2	–	Sell	-86	Closed	-$5K	–	488
2020 Q1	$5K	Hold	86	–	–	0.01%	308
2019 Q4	$6K	Hold	86	–	–	﹤0.01%	168
2019 Q3	$6K	Buy	+86	New	+$5.62K	﹤0.01%	330

Other funds holding IGLB

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

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

KCMRT

Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return

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

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Capital Advisory Group Advisory Services's IGLB Position: Q2 2020 in Review

Capital Advisory Group Advisory Services sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q2 2020, closing a stake of 86 shares — an estimated $5K sold.

Capital Advisory Group Advisory Services first reported a position in IGLB in Q3 2019 and held it in 3 quarters. The position peaked at $6K in Q4 2019. 106 funds tracked by Wall St. Rank hold IGLB as of Q2 2020.

Capital Advisory Group Advisory Services reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 86 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2020, an estimated $5K.
Capital Advisory Group Advisory Services first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q3 2019 and held it in 3 quarters.
Capital Advisory Group Advisory Services's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $6K in Q4 2019.
106 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2020.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2020, filed 14 Aug 2020.