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Householder Group Estate & Retirement Specialist’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Householder Group Estate & Retirement Specialist’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
-127
Closed -$6K – 1296
2023
Q4 		$6K Buy
+127
New +$6.14K ﹤0.01% 862
2023
Q1 		$1K Buy
+16
New +$830 ﹤0.01% 1153
2022
Q4 		– Sell
-392
Closed -$18K – 682
2022
Q3 		$18K Buy
+392
New +$20.9K 0.01% 599

Other funds holding IGLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
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 $7.56B AUM 23.82% 1-Year Est. Return
AP
Agilis Partners Waltham, Massachusetts $332M AUM 10.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's IGLB Position: Q1 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q1 2024, closing a stake of 127 shares — an estimated $6K sold.

Householder Group Estate & Retirement Specialist first reported a position in IGLB in Q3 2022 and held it in 3 quarters. The position peaked at $18K in Q3 2022. 187 funds tracked by Wall St. Rank hold IGLB as of Q1 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 127 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $6K.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q3 2022 and held it in 3 quarters.
  • Householder Group Estate & Retirement Specialist's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $18K in Q3 2022.
  • 187 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2024, filed 3 May 2024.