FIA
IGLB icon

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

Foundations Investment 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
2019
Q1 		– Sell
-6,153
Closed -$358K – 106
2018
Q4 		$358K Buy
+6,153
New +$345K 0.08% 76

Other funds holding IGLB

K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Foundations Investment Advisors's IGLB Position: Q1 2019 in Review

Foundations Investment Advisors sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q1 2019, closing a stake of 6,153 shares — an estimated $358K sold.

Foundations Investment Advisors first reported a position in IGLB in Q4 2018 and held it in 1 quarter. The position peaked at $358K in Q4 2018. 81 funds tracked by Wall St. Rank hold IGLB as of Q1 2019.

  • Foundations Investment Advisors reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Foundations Investment Advisors sold 6,153 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q1 2019, an estimated $358K.
  • Foundations Investment Advisors first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2018 and held it in 1 quarter.
  • Foundations Investment Advisors's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $358K in Q4 2018.
  • 81 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q1 2019.

Based on Foundations Investment Advisors's 13F filing for Q1 2019, filed 8 Apr 2019.