Guardian Wealth Advisors (North Carolina)’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	-1	Closed	-$27	–	465
2023 Q4	$27	Hold	1	–	–	﹤0.01%	440
2023 Q3	$24	Hold	1	–	–	﹤0.01%	422
2023 Q2	$27	Hold	1	–	–	﹤0.01%	415
2023 Q1	$27	Buy	+1	New	+$52	﹤0.01%	412

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

Guardian Wealth Advisors (North Carolina)'s IGLB Position: Q1 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q1 2024, closing a stake of 1 share — an estimated $27 sold.

Guardian Wealth Advisors (North Carolina) first reported a position in IGLB in Q1 2023 and held it in 4 quarters. The position peaked at $27 in Q4 2023. 187 funds tracked by Wall St. Rank hold IGLB as of Q1 2024.

Guardian Wealth Advisors (North Carolina) reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 1 iShares 10+ Year Investment Grade Corporate Bond ETF share in Q1 2024, an estimated $27.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2023 and held it in 4 quarters.
Guardian Wealth Advisors (North Carolina)'s iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $27 in Q4 2023.
187 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2024, filed 15 May 2024.