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Charter Oak Capital Management’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Charter Oak Capital 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
2021
Q4 		– Sell
-69
Closed -$5K – 884
2021
Q3 		$5K Buy
+69
New +$4.9K ﹤0.01% 667

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
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
KCMRT
Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Charter Oak Capital Management's IGLB Position: Q4 2021 in Review

Charter Oak Capital Management sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q4 2021, closing a stake of 69 shares — an estimated $5K sold.

Charter Oak Capital Management first reported a position in IGLB in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 149 funds tracked by Wall St. Rank hold IGLB as of Q4 2021.

  • Charter Oak Capital Management reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Charter Oak Capital Management sold 69 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $5K.
  • Charter Oak Capital Management first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q3 2021 and held it in 1 quarter.
  • Charter Oak Capital Management's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $5K in Q3 2021.
  • 149 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Charter Oak Capital Management's 13F filing for Q4 2021, filed 9 Feb 2022.