IWP
IGLB icon

Icon Wealth Partners’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Icon Wealth Partners’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
Q3 		– Sell
-3,215
Closed -$226K – 349
2021
Q2 		$226K Buy
+3,215
New +$219K 0.02% 332
2019
Q3 		– Sell
-23,046
Closed -$1.47M – 170
2019
Q2 		$1.47M Buy
23,046
+10,224
+80% +$622K 0.52% 33
2019
Q1 		$774K Buy
+12,822
New +$743K 0.29% 48

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
KCMRT
Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return

Icon Wealth Partners's IGLB Position: Q3 2021 in Review

Icon Wealth Partners sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q3 2021, closing a stake of 3,215 shares — an estimated $226K sold.

Icon Wealth Partners first reported a position in IGLB in Q1 2019 and held it in 3 quarters. The position peaked at $1.47M in Q2 2019. 137 funds tracked by Wall St. Rank hold IGLB as of Q3 2021.

  • Icon Wealth Partners reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Icon Wealth Partners sold 3,215 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $226K.
  • Icon Wealth Partners first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2019 and held it in 3 quarters.
  • Icon Wealth Partners's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $1.47M in Q2 2019.
  • 137 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q3 2021.

Based on Icon Wealth Partners's 13F filing for Q3 2021, filed 15 Nov 2021.