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ICA Group Wealth Management’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

ICA Group Wealth Management’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
Q2 		$4.42K Buy
88
+1
+1% +$50 ﹤0.01% 598
2024
Q1 		$4.5K Hold
87
– – ﹤0.01% 1057
2023
Q4 		$4.58K Buy
+87
New +$4.21K ﹤0.01% 1045

Other funds holding IGLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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 $6.46B AUM 18.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

ICA Group Wealth Management's IGLB Position: Q2 2024 in Review

ICA Group Wealth Management increased its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 1.1% in Q2 2024, buying an estimated $50 and bringing the position to 88 shares worth $4.42K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

ICA Group Wealth Management first reported a position in IGLB in Q4 2023 and has held it in 3 quarters since. The position peaked at $4.58K in Q4 2023. 178 funds tracked by Wall St. Rank hold IGLB as of Q2 2024.

  • ICA Group Wealth Management held 88 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $4.42K as of Q2 2024.
  • ICA Group Wealth Management bought 1 iShares 10+ Year Investment Grade Corporate Bond ETF share in Q2 2024, an estimated $50.
  • iShares 10+ Year Investment Grade Corporate Bond ETF made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #598 holding.
  • ICA Group Wealth Management first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 3 quarters since.
  • ICA Group Wealth Management's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $4.58K in Q4 2023.
  • 178 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.