Laurel Wealth Advisors (California)’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Laurel Wealth Advisors (California)’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	$241K	Buy	4,844 +324	+7%	+$16K	0.02%	575
2022 Q3	$218K	Buy	4,520 +508	+13%	+$27K	0.02%	585
2022 Q2	$214K	Sell	4,012 -61	-1%	-$3.38K	0.02%	616
2022 Q1	$250K	Buy	4,073 +196	+5%	+$12.5K	0.02%	643
2021 Q4	$270K	Buy	+3,877	New	+$271K	0.02%	651
2021 Q3	–	Sell	-3,858	Closed	-$271K	–	479
2021 Q2	$271K	Sell	3,858 -22	-0.6%	-$1.5K	0.04%	423
2021 Q1	$259K	Buy	3,880 +79	+2%	+$5.45K	0.04%	384
2020 Q4	$278K	Sell	3,801 -4	-0.1%	-$286	0.04%	354
2020 Q3	$268K	Sell	3,805 -1,760	-32%	-$126K	0.04%	325
2020 Q2	$390K	Sell	5,565 -841	-13%	-$56.4K	0.07%	250
2020 Q1	$408K	Buy	6,406 +1,078	+20%	+$71.9K	0.09%	224
2019 Q4	$355K	Buy	+5,328	New	+$353K	0.06%	312

Other funds holding IGLB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Laurel Wealth Advisors (California)'s IGLB Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 7.2% in Q4 2022, buying an estimated $16K and bringing the position to 4,844 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #575.

Laurel Wealth Advisors (California) first reported a position in IGLB in Q4 2019 and has held it in 12 quarters since. The position peaked at $408K in Q1 2020. 143 funds tracked by Wall St. Rank hold IGLB as of Q4 2022.

Laurel Wealth Advisors (California) held 4,844 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $241K as of Q4 2022.
Laurel Wealth Advisors (California) bought 324 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $16K.
iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.02% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #575 holding.
Laurel Wealth Advisors (California) first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 12 quarters since.
Laurel Wealth Advisors (California)'s iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $408K in Q1 2020.
143 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.