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

Jenkins Wealth’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
2022
Q4 		$3.59M Buy
+72,113
New +$3.56M 1.44% 12
2021
Q4 		$4.13M Buy
+65,344
New +$4.57M 1.34% 13

Other funds holding IGLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return
KCMRT
Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jenkins Wealth's IGLB Position: Q4 2022 in Review

Jenkins Wealth opened a new position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q4 2022: 72,113 shares worth $3.59M. The stake represents 1.44% of the portfolio and ranks #12 among its holdings. This is a return to the name: Jenkins Wealth previously reported a position in IGLB as recently as Q4 2021.

Jenkins Wealth first reported a position in IGLB in Q4 2021 and has held it in 2 quarters since. The position peaked at $4.13M in Q4 2021. 143 funds tracked by Wall St. Rank hold IGLB as of Q4 2022.

  • Jenkins Wealth held 72,113 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $3.59M as of Q4 2022.
  • iShares 10+ Year Investment Grade Corporate Bond ETF was a new Jenkins Wealth position in Q4 2022.
  • iShares 10+ Year Investment Grade Corporate Bond ETF made up 1.44% of Jenkins Wealth's portfolio in Q4 2022, its #12 holding.
  • Jenkins Wealth first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 2 quarters since.
  • Jenkins Wealth's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $4.13M in Q4 2021.
  • 143 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Jenkins Wealth's 13F filing for Q4 2022, filed 11 Jan 2023.