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

KCS Wealth Advisory’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
2023
Q1 		– Sell
-12,421
Closed -$618K – 150
2022
Q4 		$618K Sell
12,421
-3,083
-20% -$152K 0.26% 92
2022
Q3 		$748K Buy
+15,504
New +$826K 0.35% 81
2019
Q4 		– Sell
-51
Closed -$3.4K – 258
2019
Q3 		$3.4K Buy
+51
New +$3.33K ﹤0.01% 406

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $3.49B AUM 27.28% 1-Year Est. Return
KCMRT
Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

KCS Wealth Advisory's IGLB Position: Q1 2023 in Review

KCS Wealth Advisory sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q1 2023, closing a stake of 12,421 shares — an estimated $618K sold.

KCS Wealth Advisory first reported a position in IGLB in Q3 2019 and held it in 3 quarters. The position peaked at $748K in Q3 2022. 136 funds tracked by Wall St. Rank hold IGLB as of Q1 2023.

  • KCS Wealth Advisory reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • KCS Wealth Advisory sold 12,421 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $618K.
  • KCS Wealth Advisory first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q3 2019 and held it in 3 quarters.
  • KCS Wealth Advisory's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $748K in Q3 2022.
  • 136 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q1 2023.

Based on KCS Wealth Advisory's 13F filing for Q1 2023, filed 18 Apr 2023.