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

FOCUS 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
2022 Q2	–	Sell	-30,250	Closed	-$1.86M	–	49
2022 Q1	$1.86M	Sell	30,250 -316	-1%	-$20.2K	1.11%	23
2021 Q4	$2.13M	Buy	30,566 +720	+2%	+$50.3K	1.27%	19
2021 Q3	$2.07M	Buy	29,846 +573	+2%	+$40.7K	1.4%	17
2021 Q2	$2.06M	Buy	29,273 +391	+1%	+$26.6K	1.43%	16
2021 Q1	$1.94M	Buy	28,882 +462	+2%	+$31.9K	1.43%	16
2020 Q4	$2.08M	Buy	+28,420	New	+$2.03M	1.6%	16

Other funds holding IGLB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

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

NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FOCUS Wealth Advisors's IGLB Position: Q2 2022 in Review

FOCUS Wealth Advisors sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q2 2022, closing a stake of 30,250 shares — an estimated $1.86M sold.

FOCUS Wealth Advisors first reported a position in IGLB in Q4 2020 and held it in 6 quarters. The position peaked at $2.13M in Q4 2021. 128 funds tracked by Wall St. Rank hold IGLB as of Q2 2022.

FOCUS Wealth Advisors reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
FOCUS Wealth Advisors sold 30,250 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $1.86M.
FOCUS Wealth Advisors first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 6 quarters.
FOCUS Wealth Advisors's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $2.13M in Q4 2021.
128 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on FOCUS Wealth Advisors's 13F filing for Q2 2022, filed 11 Jul 2022.