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

Copperleaf Capital’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	-7,987	Closed	-$385K	–	70
2022 Q3	$385K	Sell	7,987 -18,477	-70%	-$984K	0.42%	58
2022 Q2	$1.41M	Sell	26,464 -2,597	-9%	-$144K	1.43%	26
2022 Q1	$1.78M	Sell	29,061 -942	-3%	-$60.2K	1.58%	22
2021 Q4	$2.09M	Buy	30,003 +4,743	+19%	+$331K	1.8%	18
2021 Q3	$1.75M	Sell	25,260 -3,677	-13%	-$261K	1.68%	21
2021 Q2	$2.03M	Sell	28,937 -163	-0.6%	-$11.1K	1.99%	17
2021 Q1	$1.94M	Buy	+29,100	New	+$2.01M	2.07%	18

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

Copperleaf Capital's IGLB Position: Q4 2022 in Review

Copperleaf Capital sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q4 2022, closing a stake of 7,987 shares — an estimated $385K sold.

Copperleaf Capital first reported a position in IGLB in Q1 2021 and held it in 7 quarters. The position peaked at $2.09M in Q4 2021. 143 funds tracked by Wall St. Rank hold IGLB as of Q4 2022.

Copperleaf Capital reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Copperleaf Capital sold 7,987 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $385K.
Copperleaf Capital first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2021 and held it in 7 quarters.
Copperleaf Capital's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $2.09M in Q4 2021.
143 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Copperleaf Capital's 13F filing for Q4 2022, filed 10 Feb 2023.