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

EverSource Wealth 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 Q2	–	Sell	-422	Closed	-$20.6K	–	3101
2024 Q1	$20.6K	Buy	422 +79	+23%	+$4.05K	﹤0.01%	1347
2023 Q4	$18.1K	Buy	343 +6	+2%	+$290	﹤0.01%	1280
2023 Q3	$15.9K	Buy	337 +4	+1%	+$198	﹤0.01%	1214
2023 Q2	$17.2K	Buy	+333	New	+$17.1K	﹤0.01%	1216

Other funds holding IGLB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EverSource Wealth Advisors's IGLB Position: Q2 2024 in Review

EverSource Wealth Advisors sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q2 2024, closing a stake of 422 shares — an estimated $20.6K sold.

EverSource Wealth Advisors first reported a position in IGLB in Q2 2023 and held it in 4 quarters. The position peaked at $20.6K in Q1 2024. 178 funds tracked by Wall St. Rank hold IGLB as of Q2 2024.

EverSource Wealth Advisors reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
EverSource Wealth Advisors sold 422 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $20.6K.
EverSource Wealth Advisors first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q2 2023 and held it in 4 quarters.
EverSource Wealth Advisors's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $20.6K in Q1 2024.
178 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2024.

Based on EverSource Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.