Gradient Investments’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Gradient Investments’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
2024 Q1	–	Sell	-136	Closed	-$7.17K	–	1523
2023 Q4	$7.17K	Hold	136	–	–	﹤0.01%	900
2023 Q3	$6.41K	Hold	136	–	–	﹤0.01%	894
2023 Q2	$7.01K	Sell	136 -68	-33%	-$3.49K	﹤0.01%	881
2023 Q1	$10.7K	Hold	204	–	–	﹤0.01%	798
2022 Q4	$10.2K	Buy	204 +196	+2,450%	+$9.67K	﹤0.01%	806
2022 Q3	$0	Buy	+8	New	+$426	﹤0.01%	1426

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

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

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

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

AIMU

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Agilis Partners Waltham, Massachusetts $332M AUM 10.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gradient Investments's IGLB Position: Q1 2024 in Review

Gradient Investments sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q1 2024, closing a stake of 136 shares — an estimated $7.17K sold.

Gradient Investments first reported a position in IGLB in Q3 2022 and held it in 6 quarters. The position peaked at $10.7K in Q1 2023. 187 funds tracked by Wall St. Rank hold IGLB as of Q1 2024.

Gradient Investments reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 136 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $7.17K.
Gradient Investments first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q3 2022 and held it in 6 quarters.
Gradient Investments's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $10.7K in Q1 2023.
187 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.