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

Cypress Wealth Services’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
Q2 		– Sell
-3,048
Closed -$203K – 284
2021
Q1 		$203K Sell
3,048
-14
-0.5% -$965 0.04% 281
2020
Q4 		$224K Buy
+3,062
New +$219K 0.05% 256
2020
Q3 		– Sell
-3,605
Closed -$259K – 366
2020
Q2 		$252K Buy
+3,605
New +$242K 0.06% 225

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
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cypress Wealth Services's IGLB Position: Q2 2021 in Review

Cypress Wealth Services sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q2 2021, closing a stake of 3,048 shares — an estimated $203K sold.

Cypress Wealth Services first reported a position in IGLB in Q2 2020 and held it in 3 quarters. The position peaked at $252K in Q2 2020. 161 funds tracked by Wall St. Rank hold IGLB as of Q2 2021.

  • Cypress Wealth Services reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Cypress Wealth Services sold 3,048 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $203K.
  • Cypress Wealth Services first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q2 2020 and held it in 3 quarters.
  • Cypress Wealth Services's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $252K in Q2 2020.
  • 161 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2021.

Based on Cypress Wealth Services's 13F filing for Q2 2021, filed 14 Jul 2021.