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

Fortis 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
2023 Q2	–	Sell	-45	Closed	-$2.37K	–	164
2023 Q1	$2.37K	Hold	45	–	–	﹤0.01%	241
2022 Q4	$2.24K	Buy	45 +1	+2%	+$49	﹤0.01%	233
2022 Q3	$2K	Hold	44	–	–	﹤0.01%	228
2022 Q2	$2K	Buy	44 +1	+2%	+$55	﹤0.01%	262
2022 Q1	$3K	Hold	43	–	–	﹤0.01%	268
2021 Q4	$3K	Sell	43 -50	-54%	-$3.49K	﹤0.01%	245
2021 Q3	$6K	Sell	93 -238	-72%	-$16.9K	﹤0.01%	232
2021 Q2	$23K	Sell	331 -14	-4%	-$953	0.01%	207
2021 Q1	$23K	Buy	+345	New	+$23.8K	0.02%	170

Other funds holding IGLB

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fortis Advisors's IGLB Position: Q2 2023 in Review

Fortis Advisors sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q2 2023, closing a stake of 45 shares — an estimated $2.37K sold.

Fortis Advisors first reported a position in IGLB in Q1 2021 and held it in 9 quarters. The position peaked at $23K in Q2 2021. 146 funds tracked by Wall St. Rank hold IGLB as of Q2 2023.

Fortis Advisors reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Fortis Advisors sold 45 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $2.37K.
Fortis Advisors first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2021 and held it in 9 quarters.
Fortis Advisors's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $23K in Q2 2021.
146 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.