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

Castleview 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 Q3	–	Sell	-65	Closed	-$3.25K	–	717
2024 Q2	$3.25K	Hold	65	–	–	﹤0.01%	677
2024 Q1	$3.35K	Hold	65	–	–	﹤0.01%	689
2023 Q4	$3.42K	Hold	65	–	–	﹤0.01%	629
2023 Q3	$3.06K	Hold	65	–	–	﹤0.01%	523
2023 Q2	$3.35K	Hold	65	–	–	﹤0.01%	547
2023 Q1	$3.4K	Hold	65	–	–	﹤0.01%	533
2022 Q4	$3.24K	Hold	65	–	–	﹤0.01%	483
2022 Q3	$3K	Buy	65 +41	+171%	+$2.18K	﹤0.01%	496
2022 Q2	$1.15K	Sell	24 -41	-63%	-$2.27K	﹤0.01%	677
2022 Q1	$3K	Sell	65 -4,455	-99%	-$285K	﹤0.01%	614
2021 Q4	$65	Buy	+4,520	New	+$316K	﹤0.01%	857
2021 Q2	$5K	Buy	+65	New	+$4.42K	﹤0.01%	790

Other funds holding IGLB

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

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

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

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

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

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Castleview Partners's IGLB Position: Q3 2024 in Review

Castleview Partners sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q3 2024, closing a stake of 65 shares — an estimated $3.25K sold.

Castleview Partners first reported a position in IGLB in Q2 2021 and held it in 12 quarters. The position peaked at $5K in Q2 2021. 194 funds tracked by Wall St. Rank hold IGLB as of Q3 2024.

Castleview Partners reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Castleview Partners sold 65 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $3.25K.
Castleview Partners first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q2 2021 and held it in 12 quarters.
Castleview Partners's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $5K in Q2 2021.
194 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.