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Cooper Financial Group’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Cooper Financial Group’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
Q3 		– Sell
-55,922
Closed -$3.93M – 257
2021
Q2 		$3.93M Sell
55,922
-31,431
-36% -$2.14M 0.8% 23
2021
Q1 		$5.82M Buy
+87,353
New +$6.02M 1.32% 17

Other funds holding IGLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 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 $1.55T AUM 33.47% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return
KCMRT
Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return

Cooper Financial Group's IGLB Position: Q3 2021 in Review

Cooper Financial Group sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q3 2021, closing a stake of 55,922 shares — an estimated $3.93M sold.

Cooper Financial Group first reported a position in IGLB in Q1 2021 and held it in 2 quarters. The position peaked at $5.82M in Q1 2021. 137 funds tracked by Wall St. Rank hold IGLB as of Q3 2021.

  • Cooper Financial Group reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Cooper Financial Group sold 55,922 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $3.93M.
  • Cooper Financial Group first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2021 and held it in 2 quarters.
  • Cooper Financial Group's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $5.82M in Q1 2021.
  • 137 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q3 2021.

Based on Cooper Financial Group's 13F filing for Q3 2021, filed 6 Oct 2021.