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

Crescent Grove 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
2024
Q3 		– Sell
-4,641
Closed -$232K – 286
2024
Q2 		$232K Hold
4,641
– – 0.03% 252
2024
Q1 		$239K Hold
4,641
– – 0.02% 275
2023
Q4 		$245K Buy
+4,641
New +$225K 0.03% 255

Other funds holding IGLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
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
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Crescent Grove Advisors's IGLB Position: Q3 2024 in Review

Crescent Grove Advisors sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q3 2024, closing a stake of 4,641 shares — an estimated $232K sold.

Crescent Grove Advisors first reported a position in IGLB in Q4 2023 and held it in 3 quarters. The position peaked at $245K in Q4 2023. 194 funds tracked by Wall St. Rank hold IGLB as of Q3 2024.

  • Crescent Grove Advisors reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Crescent Grove Advisors sold 4,641 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $232K.
  • Crescent Grove Advisors first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2023 and held it in 3 quarters.
  • Crescent Grove Advisors's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $245K in Q4 2023.
  • 194 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Crescent Grove Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.