CAS
IGLB icon

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

Cascadia 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
2021
Q3 		– Sell
-4,121
Closed -$289K – 253
2021
Q2 		$289K Sell
4,121
-2,334
-36% -$159K 0.06% 204
2021
Q1 		$430K Buy
+6,455
New +$445K 0.1% 174

Other funds holding IGLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return
KCMRT
Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return

Cascadia Advisory Services's IGLB Position: Q3 2021 in Review

Cascadia Advisory Services sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q3 2021, closing a stake of 4,121 shares — an estimated $289K sold.

Cascadia Advisory Services first reported a position in IGLB in Q1 2021 and held it in 2 quarters. The position peaked at $430K in Q1 2021. 137 funds tracked by Wall St. Rank hold IGLB as of Q3 2021.

  • Cascadia Advisory Services reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Cascadia Advisory Services sold 4,121 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $289K.
  • Cascadia Advisory Services first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2021 and held it in 2 quarters.
  • Cascadia Advisory Services's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $430K in Q1 2021.
  • 137 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.