EWM
IGLB icon

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

Endurance 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
2023
Q2 		$7K Sell
144
-144
-50% -$7.4K ﹤0.01% 522
2023
Q1 		$15K Hold
288
– – ﹤0.01% 464
2022
Q4 		$14K Hold
288
– – ﹤0.01% 445
2022
Q3 		$14K Hold
288
– – ﹤0.01% 444
2022
Q2 		$15K Hold
288
– – ﹤0.01% 444
2022
Q1 		$18K Hold
288
– – ﹤0.01% 456
2021
Q4 		$20K Buy
288
+144
+100% +$10.1K ﹤0.01% 440
2021
Q3 		$10K Hold
144
– – ﹤0.01% 524
2021
Q2 		$10K Buy
+144
New +$9.8K ﹤0.01% 520

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
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $4.28B AUM 43.07% 1-Year Est. Return
KCMRT
Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Endurance Wealth Management's IGLB Position: Q2 2023 in Review

Endurance Wealth Management reduced its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 50% in Q2 2023, selling an estimated $7.4K and leaving 144 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

Endurance Wealth Management first reported a position in IGLB in Q2 2021 and has held it in 9 quarters since. The position peaked at $20K in Q4 2021. 146 funds tracked by Wall St. Rank hold IGLB as of Q2 2023.

  • Endurance Wealth Management held 144 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $7K as of Q2 2023.
  • Endurance Wealth Management sold 144 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $7.4K.
  • iShares 10+ Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #522 holding.
  • Endurance Wealth Management first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q2 2021 and has held it in 9 quarters since.
  • Endurance Wealth Management's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $20K in Q4 2021.
  • 146 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.