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

Clearview Wealth 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
2022 Q4	–	Sell	-387	Closed	-$19K	–	637
2022 Q3	$19K	Sell	387 -90	-19%	-$4.79K	0.02%	260
2022 Q2	$25K	Sell	477 -11	-2%	-$609	0.02%	248
2022 Q1	$30K	Sell	488 -214	-30%	-$13.7K	0.02%	248
2021 Q4	$49K	Sell	702 -1,985	-74%	-$139K	0.03%	231
2021 Q3	$186K	Sell	2,687 -19,198	-88%	-$1.36M	0.12%	118
2021 Q2	$1.54M	Sell	21,885 -11,275	-34%	-$767K	0.95%	22
2021 Q1	$2.21M	Buy	33,160 +32,842	+10,328%	+$2.26M	1.43%	14
2020 Q4	$23K	Buy	+318	New	+$22.7K	0.02%	289

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

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

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

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clearview Wealth Advisors's IGLB Position: Q4 2022 in Review

Clearview Wealth Advisors sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q4 2022, closing a stake of 387 shares — an estimated $19K sold.

Clearview Wealth Advisors first reported a position in IGLB in Q4 2020 and held it in 8 quarters. The position peaked at $2.21M in Q1 2021. 143 funds tracked by Wall St. Rank hold IGLB as of Q4 2022.

Clearview Wealth Advisors reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Clearview Wealth Advisors sold 387 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $19K.
Clearview Wealth Advisors first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 8 quarters.
Clearview Wealth Advisors's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $2.21M in Q1 2021.
143 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Clearview Wealth Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.