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

Cornerstone Wealth 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
2018
Q4 		– Sell
-17,646
Closed -$285K – 715
2018
Q3 		$285K Buy
17,646
+3,971
+29% +$232K ﹤0.01% 1088
2018
Q2 		$237K Buy
+13,675
New +$800K ﹤0.01% 1266

Other funds holding IGLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return
TFS
Thoroughbred Financial Services Brentwood, Tennessee $1.67B AUM 37.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cornerstone Wealth Management's IGLB Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q4 2018, closing a stake of 17,646 shares — an estimated $285K sold.

Cornerstone Wealth Management first reported a position in IGLB in Q2 2018 and held it in 2 quarters. The position peaked at $285K in Q3 2018. 81 funds tracked by Wall St. Rank hold IGLB as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 17,646 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q4 2018, an estimated $285K.
  • Cornerstone Wealth Management first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $285K in Q3 2018.
  • 81 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.