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Cetera Advisors’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Cetera Advisors’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
Q1 		$2.03M Buy
39,480
+13,924
+54% +$715K 0.02% 812
2023
Q4 		$1.35M Buy
25,556
+16,729
+190% +$809K 0.02% 657
2023
Q3 		$416K Sell
8,827
-1,801
-17% -$89.3K 0.01% 1158
2023
Q2 		$548K Buy
10,628
+125
+1% +$6.42K 0.01% 1002
2023
Q1 		$550K Sell
10,503
-2,589
-20% -$134K 0.01% 971
2022
Q4 		$652K Buy
+13,092
New +$646K 0.01% 843
2021
Q3 		– Sell
-30,966
Closed -$2.17M – 1444
2021
Q2 		$2.17M Buy
+30,966
New +$2.11M 0.05% 352
2019
Q2 		– Sell
-1,317
Closed -$79K – 1101
2019
Q1 		$79K Buy
+1,317
New +$76.3K ﹤0.01% 925
2018
Q2 		– Sell
-6,155
Closed -$371K – 883
2018
Q1 		$371K Buy
6,155
+151
+3% +$9.18K 0.02% 551
2017
Q4 		$379K Buy
6,004
+484
+9% +$30.2K 0.02% 519
2017
Q3 		$343K Buy
5,520
+148
+3% +$9.14K 0.02% 571
2017
Q2 		$331K Sell
5,372
-450
-8% -$27.3K 0.02% 572
2017
Q1 		$346K Sell
5,822
-1,707
-23% -$101K 0.02% 540
2016
Q4 		$443K Sell
7,529
-154
-2% -$9.21K 0.03% 441
2016
Q3 		$486K Buy
7,683
+1,254
+20% +$79.5K 0.04% 418
2016
Q2 		$403K Buy
+6,429
New +$389K 0.03% 478
2015
Q2 		– Sell
-3,271
Closed -$203K – 730
2015
Q1 		$203K Buy
+3,271
New +$205K 0.02% 630

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
AP
Agilis Partners Waltham, Massachusetts $332M AUM 10.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Advisors's IGLB Position: Q1 2024 in Review

Cetera Advisors increased its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 54% in Q1 2024, buying an estimated $715K and bringing the position to 39,480 shares worth $2.03M. The position accounts for 0.02% of the portfolio, ranked #812.

Cetera Advisors first reported a position in IGLB in Q1 2015 and has held it in 17 quarters since. The position peaked at $2.17M in Q2 2021. 187 funds tracked by Wall St. Rank hold IGLB as of Q1 2024.

  • Cetera Advisors held 39,480 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $2.03M as of Q1 2024.
  • Cetera Advisors bought 13,924 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $715K.
  • iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #812 holding.
  • Cetera Advisors first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2015 and has held it in 17 quarters since.
  • Cetera Advisors's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $2.17M in Q2 2021.
  • 187 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.