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GoalVest Advisory’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

GoalVest Advisory’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
2021
Q1 		– Sell
-187
Closed -$14K – 196
2020
Q4 		$14K Buy
+187
New +$13.4K 0.01% 160

Other funds holding IGLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PP
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
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
KCMRT
Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GoalVest Advisory's IGLB Position: Q1 2021 in Review

GoalVest Advisory sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q1 2021, closing a stake of 187 shares — an estimated $14K sold.

GoalVest Advisory first reported a position in IGLB in Q4 2020 and held it in 1 quarter. The position peaked at $14K in Q4 2020. 154 funds tracked by Wall St. Rank hold IGLB as of Q1 2021.

  • GoalVest Advisory reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • GoalVest Advisory sold 187 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $14K.
  • GoalVest Advisory first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
  • GoalVest Advisory's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $14K in Q4 2020.
  • 154 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q1 2021.

Based on GoalVest Advisory's 13F filing for Q1 2021, filed 13 May 2021.