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

Centric Wealth Management’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
2022
Q2 		– Sell
-35,376
Closed -$2.17M – 144
2022
Q1 		$2.17M Buy
+35,376
New +$2.26M 0.69% 36

Other funds holding IGLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Bank of America
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
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return
KCMRT
Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Centric Wealth Management's IGLB Position: Q2 2022 in Review

Centric Wealth Management sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q2 2022, closing a stake of 35,376 shares — an estimated $2.17M sold.

Centric Wealth Management first reported a position in IGLB in Q1 2022 and held it in 1 quarter. The position peaked at $2.17M in Q1 2022. 128 funds tracked by Wall St. Rank hold IGLB as of Q2 2022.

  • Centric Wealth Management reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Centric Wealth Management sold 35,376 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $2.17M.
  • Centric Wealth Management first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2022 and held it in 1 quarter.
  • Centric Wealth Management's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $2.17M in Q1 2022.
  • 128 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Centric Wealth Management's 13F filing for Q2 2022, filed 6 Jul 2022.