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

Connectus Wealth’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	–	Sell	-172,589	Closed	-$9.11M	–	429
2023 Q4	$9.11M	Sell	172,589 -12,589	-7%	-$609K	0.19%	111
2023 Q3	$8.75M	Sell	185,178 -40,121	-18%	-$1.99M	0.19%	114
2023 Q2	$11.6M	Buy	225,299 +28,932	+15%	+$1.49M	0.27%	87
2023 Q1	$10.3M	Buy	196,367 +3,388	+2%	+$176K	0.25%	94
2022 Q4	$9.63M	Sell	192,979 -178,708	-48%	-$8.82M	0.23%	103
2022 Q3	$18M	Buy	371,687 +240,476	+183%	+$12.8M	0.37%	77
2022 Q2	$7.01M	Sell	131,211 -9,095	-6%	-$504K	0.16%	125
2022 Q1	$9.78M	Buy	+140,306	New	+$8.96M	0.31%	78

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

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

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

Agilis Partners Waltham, Massachusetts $332M AUM 10.57% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Connectus Wealth's IGLB Position: Q1 2024 in Review

Connectus Wealth sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q1 2024, closing a stake of 172,589 shares — an estimated $9.11M sold.

Connectus Wealth first reported a position in IGLB in Q1 2022 and held it in 8 quarters. The position peaked at $18M in Q3 2022. 187 funds tracked by Wall St. Rank hold IGLB as of Q1 2024.

Connectus Wealth reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Connectus Wealth sold 172,589 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $9.11M.
Connectus Wealth first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2022 and held it in 8 quarters.
Connectus Wealth's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $18M in Q3 2022.
187 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.