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

Kingsview 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
2023
Q4 		– Sell
-9,669
Closed -$456K – 982
2023
Q3 		$456K Buy
9,669
+4,502
+87% +$223K 0.02% 637
2023
Q2 		$266K Buy
+5,167
New +$265K 0.01% 780

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
AP
Agilis Partners Waltham, Massachusetts $332M AUM 10.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kingsview Wealth Management's IGLB Position: Q4 2023 in Review

Kingsview Wealth Management sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q4 2023, closing a stake of 9,669 shares — an estimated $456K sold.

Kingsview Wealth Management first reported a position in IGLB in Q2 2023 and held it in 2 quarters. The position peaked at $456K in Q3 2023. 179 funds tracked by Wall St. Rank hold IGLB as of Q4 2023.

  • Kingsview Wealth Management reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 9,669 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $456K.
  • Kingsview Wealth Management first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q2 2023 and held it in 2 quarters.
  • Kingsview Wealth Management's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $456K in Q3 2023.
  • 179 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Kingsview Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.