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

Garrison Point 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 Q1	–	Sell	-3,090	Closed	-$215K	–	153
2021 Q4	$215K	Sell	3,090 -1,340	-30%	-$93.6K	0.14%	149
2021 Q3	$307K	Sell	4,430 -200	-4%	-$14.2K	0.22%	119
2021 Q2	$325K	Sell	4,630 -500	-10%	-$34K	0.23%	115
2021 Q1	$342K	Sell	5,130 -250	-5%	-$17.2K	0.27%	108
2020 Q4	$393K	Buy	5,380 +133	+3%	+$9.51K	0.32%	99
2020 Q3	$369K	Buy	5,247 +480	+10%	+$34.4K	0.33%	93
2020 Q2	$334K	Buy	4,767 +727	+18%	+$48.8K	0.33%	94
2020 Q1	$257K	Sell	4,040 -210	-5%	-$14K	0.31%	97
2019 Q4	$283K	Buy	4,250 +620	+17%	+$41.1K	0.26%	106
2019 Q3	$242K	Sell	3,630 -190	-5%	-$12.4K	0.24%	108
2019 Q2	$244K	Hold	3,820	–	–	0.24%	111
2019 Q1	$231K	Buy	3,820 +250	+7%	+$14.5K	0.24%	115
2018 Q4	$201K	Buy	+3,570	New	+$200K	0.25%	113

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

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

KCMRT

Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return

Garrison Point Advisors's IGLB Position: Q1 2022 in Review

Garrison Point Advisors sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q1 2022, closing a stake of 3,090 shares — an estimated $215K sold.

Garrison Point Advisors first reported a position in IGLB in Q4 2018 and held it in 13 quarters. The position peaked at $393K in Q4 2020. 136 funds tracked by Wall St. Rank hold IGLB as of Q1 2022.

Garrison Point Advisors reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Garrison Point Advisors sold 3,090 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $215K.
Garrison Point Advisors first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2018 and held it in 13 quarters.
Garrison Point Advisors's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $393K in Q4 2020.
136 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Garrison Point Advisors's 13F filing for Q1 2022, filed 6 May 2022.