IAA
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Independent Advisor Alliance’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Independent Advisor Alliance’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
2020
Q1 		– Sell
-6,664
Closed -$444K – 610
2019
Q4 		$444K Buy
+6,664
New +$442K 0.02% 558

Other funds holding IGLB

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KCMRT
Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Independent Advisor Alliance's IGLB Position: Q1 2020 in Review

Independent Advisor Alliance sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q1 2020, closing a stake of 6,664 shares — an estimated $444K sold.

Independent Advisor Alliance first reported a position in IGLB in Q4 2019 and held it in 1 quarter. The position peaked at $444K in Q4 2019. 112 funds tracked by Wall St. Rank hold IGLB as of Q1 2020.

  • Independent Advisor Alliance reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 6,664 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $444K.
  • Independent Advisor Alliance first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $444K in Q4 2019.
  • 112 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.